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SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 401k Plan overview

Plan NameSCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN
Plan identification number 003

SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

SCHUPAN AND SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHUPAN AND SONS, INC.
Employer identification number (EIN):382116904
NAIC Classification:331310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01PHILLIP HAAN2024-10-08
0032022-01-01PHILLIP HAAN2023-10-11
0032021-01-01PHILLIP HAAN2022-10-13
0032020-01-01PHILLIP HAAN2021-10-10
0032019-01-01ANDREW KNOWLTON2020-09-20
0032018-01-01ANDREW KNOWLTON2019-10-02
0032018-01-01
0032017-01-01ANDREW KNOWLTON
0032016-01-01ANDREW KNOWLTON
0032015-01-01ANDREW KNOWLTON
0032014-01-01ANDREW KNOWLTON
0032013-01-01ANDREW KNOWLTON
0032012-01-01MARY-FRANCES OLIPHANT MARY-FRANCES OLIPHANT2013-10-14
0032011-01-01MARY-FRANCES OLIPHANT
0032009-01-01MARY-FRANCES OLIPHANT

Plan Statistics for SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

401k plan membership statisitcs for SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

Measure Date Value
2023: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01861
Total number of active participants reported on line 7a of the Form 55002023-01-01560
Number of retired or separated participants receiving benefits2023-01-0125
Number of other retired or separated participants entitled to future benefits2023-01-01291
Total of all active and inactive participants2023-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01878
Number of participants with account balances2023-01-01859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0126
2022: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01787
Total number of active participants reported on line 7a of the Form 55002022-01-01567
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-01266
Total of all active and inactive participants2022-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01857
Number of participants with account balances2022-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01671
Total number of active participants reported on line 7a of the Form 55002021-01-01535
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-01210
Total of all active and inactive participants2021-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01772
Number of participants with account balances2021-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01701
Total number of active participants reported on line 7a of the Form 55002020-01-01433
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-01211
Total of all active and inactive participants2020-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01666
Number of participants with account balances2020-01-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01678
Total number of active participants reported on line 7a of the Form 55002019-01-01554
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01130
Total of all active and inactive participants2019-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01704
Number of participants with account balances2019-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01608
Total number of active participants reported on line 7a of the Form 55002018-01-01525
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01137
Total of all active and inactive participants2018-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01676
Number of participants with account balances2018-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01556
Total number of active participants reported on line 7a of the Form 55002017-01-01480
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01123
Total of all active and inactive participants2017-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01604
Number of participants with account balances2017-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01483
Total number of active participants reported on line 7a of the Form 55002016-01-01448
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01553
Number of participants with account balances2016-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01435
Total number of active participants reported on line 7a of the Form 55002015-01-01395
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01481
Number of participants with account balances2015-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01389
Total number of active participants reported on line 7a of the Form 55002014-01-01380
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01434
Number of participants with account balances2014-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01351
Total number of active participants reported on line 7a of the Form 55002013-01-01340
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01387
Number of participants with account balances2013-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01317
Total number of active participants reported on line 7a of the Form 55002012-01-01319
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01352
Number of participants with account balances2012-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01280
Total number of active participants reported on line 7a of the Form 55002011-01-01278
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01314
Number of participants with account balances2011-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01188
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01204
Number of participants with account balances2009-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

Measure Date Value
2023 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$8,813,297
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,792,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,693,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,851,245
Value of total assets at end of year2023-12-31$34,834,443
Value of total assets at beginning of year2023-12-31$27,813,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$99,831
Total interest from all sources2023-12-31$121,603
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,653,317
Participant contributions at end of year2023-12-31$731,197
Participant contributions at beginning of year2023-12-31$565,752
Participant contributions at end of year2023-12-31$33
Participant contributions at beginning of year2023-12-31$1,635
Assets. Other investments not covered elsewhere at end of year2023-12-31$247,444
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$178,236
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$236,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$15,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$11,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,020,446
Value of net assets at end of year (total assets less liabilities)2023-12-31$34,834,443
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$27,813,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$68,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$32,348,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$25,212,976
Interest on participant loans2023-12-31$45,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,158,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,500,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,500,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$75,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,840,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$961,629
Employer contributions (assets) at end of year2023-12-31$332,713
Employer contributions (assets) at beginning of year2023-12-31$343,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,693,020
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA PC
Accountancy firm EIN2023-12-31135381590
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$8,813,297
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,792,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,693,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,851,245
Value of total assets at end of year2023-01-01$34,834,443
Value of total assets at beginning of year2023-01-01$27,813,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$99,831
Total interest from all sources2023-01-01$121,603
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,653,317
Participant contributions at end of year2023-01-01$731,197
Participant contributions at beginning of year2023-01-01$565,752
Participant contributions at end of year2023-01-01$33
Participant contributions at beginning of year2023-01-01$1,635
Assets. Other investments not covered elsewhere at end of year2023-01-01$247,444
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$178,236
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$236,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$15,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$11,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$7,020,446
Value of net assets at end of year (total assets less liabilities)2023-01-01$34,834,443
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$27,813,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$68,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$32,348,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$25,212,976
Interest on participant loans2023-01-01$45,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$1,158,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$75,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$4,840,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$961,629
Employer contributions (assets) at end of year2023-01-01$332,713
Employer contributions (assets) at beginning of year2023-01-01$343,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,693,020
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BDO USA PC
Accountancy firm EIN2023-01-01135381590
2022 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,318,888
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,522,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,454,342
Value of total corrective distributions2022-12-31$3,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,622,592
Value of total assets at end of year2022-12-31$27,813,997
Value of total assets at beginning of year2022-12-31$30,655,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,238
Total interest from all sources2022-12-31$50,283
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$65,238
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,326,818
Participant contributions at end of year2022-12-31$565,752
Participant contributions at beginning of year2022-12-31$560,851
Participant contributions at end of year2022-12-31$1,635
Assets. Other investments not covered elsewhere at end of year2022-12-31$178,236
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$210,270
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$407,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$11,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,841,822
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,813,997
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,655,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,212,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,796,011
Interest on participant loans2022-12-31$30,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,500,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$824,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$824,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,991,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$888,284
Employer contributions (assets) at end of year2022-12-31$343,574
Employer contributions (assets) at beginning of year2022-12-31$257,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,454,342
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA PC
Accountancy firm EIN2022-12-31135381590
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,318,888
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,522,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,454,342
Value of total corrective distributions2022-01-01$3,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,622,592
Value of total assets at end of year2022-01-01$27,813,997
Value of total assets at beginning of year2022-01-01$30,655,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$65,238
Total interest from all sources2022-01-01$50,283
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$65,238
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,326,818
Participant contributions at end of year2022-01-01$565,752
Participant contributions at beginning of year2022-01-01$560,851
Participant contributions at end of year2022-01-01$1,635
Assets. Other investments not covered elsewhere at end of year2022-01-01$178,236
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$210,270
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$407,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$11,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$7,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,841,822
Value of net assets at end of year (total assets less liabilities)2022-01-01$27,813,997
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$30,655,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$25,212,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$28,796,011
Interest on participant loans2022-01-01$30,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$1,500,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$19,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,991,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$888,284
Employer contributions (assets) at end of year2022-01-01$343,574
Employer contributions (assets) at beginning of year2022-01-01$257,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,454,342
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BDO USA PC
Accountancy firm EIN2022-01-01135381590
2021 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,695,885
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,723,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,650,346
Value of total corrective distributions2021-12-31$2,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,816,093
Value of total assets at end of year2021-12-31$30,655,819
Value of total assets at beginning of year2021-12-31$27,683,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,747
Total interest from all sources2021-12-31$29,538
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$70,747
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,886,114
Participant contributions at end of year2021-12-31$560,851
Participant contributions at beginning of year2021-12-31$526,866
Assets. Other investments not covered elsewhere at end of year2021-12-31$210,270
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,432,780
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$193,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,972,292
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,655,819
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,683,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,796,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,252,540
Interest on participant loans2021-12-31$29,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$824,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,225,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,225,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,850,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$736,558
Employer contributions (assets) at end of year2021-12-31$257,198
Employer contributions (assets) at beginning of year2021-12-31$239,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,650,346
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,897,433
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,737,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,672,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,564,988
Value of total assets at end of year2020-12-31$27,683,527
Value of total assets at beginning of year2020-12-31$23,523,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,921
Total interest from all sources2020-12-31$30,978
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$64,921
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,726,859
Participant contributions at end of year2020-12-31$526,866
Participant contributions at beginning of year2020-12-31$448,058
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,432,780
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,124,936
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$137,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,160,061
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,683,527
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,523,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,252,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,592,623
Interest on participant loans2020-12-31$29,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,225,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$194,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$194,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,301,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$700,976
Employer contributions (assets) at end of year2020-12-31$239,104
Employer contributions (assets) at beginning of year2020-12-31$157,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,672,451
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,802,594
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,189,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,142,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,558,505
Value of total assets at end of year2019-12-31$23,523,466
Value of total assets at beginning of year2019-12-31$17,910,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,020
Total interest from all sources2019-12-31$35,298
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$47,020
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,657,642
Participant contributions at end of year2019-12-31$448,058
Participant contributions at beginning of year2019-12-31$449,093
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,124,936
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$918,677
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$266,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,532
Other income not declared elsewhere2019-12-31$218,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,613,275
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,523,466
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,910,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,592,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,071,100
Interest on participant loans2019-12-31$28,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$194,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$242,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$242,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,989,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$634,188
Employer contributions (assets) at end of year2019-12-31$157,290
Employer contributions (assets) at beginning of year2019-12-31$224,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,142,299
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,059,770
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,573,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,536,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,216,790
Value of total assets at end of year2018-12-31$17,910,191
Value of total assets at beginning of year2018-12-31$18,424,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,641
Total interest from all sources2018-12-31$25,501
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$37,641
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,464,309
Participant contributions at end of year2018-12-31$449,093
Participant contributions at beginning of year2018-12-31$392,600
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$21,207
Assets. Other investments not covered elsewhere at end of year2018-12-31$918,677
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$991,691
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$111,132
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,393
Other income not declared elsewhere2018-12-31$-60,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-513,989
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,910,191
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,424,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,071,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,442,757
Interest on participant loans2018-12-31$25,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$242,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$374,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$374,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,121,763
Net gain/loss from 103.12 investment entities2018-12-31$-1,121,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$641,349
Employer contributions (assets) at end of year2018-12-31$224,553
Employer contributions (assets) at beginning of year2018-12-31$197,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,536,118
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31135381590
2017 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,404,721
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$722,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$684,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,801,114
Value of total assets at end of year2017-12-31$18,424,180
Value of total assets at beginning of year2017-12-31$14,742,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,656
Total interest from all sources2017-12-31$21,679
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$38,656
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,159,768
Participant contributions at end of year2017-12-31$392,600
Participant contributions at beginning of year2017-12-31$345,829
Participant contributions at end of year2017-12-31$21,207
Assets. Other investments not covered elsewhere at end of year2017-12-31$991,691
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$816,097
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$70,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,393
Other income not declared elsewhere2017-12-31$150,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,681,877
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,424,180
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,742,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,442,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,944,742
Interest on participant loans2017-12-31$21,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$374,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$393,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$393,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,431,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$570,647
Employer contributions (assets) at end of year2017-12-31$197,555
Employer contributions (assets) at beginning of year2017-12-31$242,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$684,188
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381590
2016 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,337
Total income from all sources (including contributions)2016-12-31$2,571,261
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,424,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,395,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,539,935
Value of total assets at end of year2016-12-31$14,742,303
Value of total assets at beginning of year2016-12-31$13,597,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,912
Total interest from all sources2016-12-31$17,793
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$28,912
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$998,619
Participant contributions at end of year2016-12-31$345,829
Participant contributions at beginning of year2016-12-31$265,533
Participant contributions at beginning of year2016-12-31$14,515
Assets. Other investments not covered elsewhere at end of year2016-12-31$816,097
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$753,393
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$65,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,337
Other income not declared elsewhere2016-12-31$39,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,146,557
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,742,303
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,595,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,944,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,969,880
Interest on participant loans2016-12-31$17,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$393,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$420,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$420,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$973,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$475,792
Employer contributions (assets) at end of year2016-12-31$242,015
Employer contributions (assets) at beginning of year2016-12-31$169,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,395,792
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA LLP
Accountancy firm EIN2016-12-31135381590
2015 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,040
Total income from all sources (including contributions)2015-12-31$1,466,881
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,480,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,461,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,459,742
Value of total assets at end of year2015-12-31$13,597,083
Value of total assets at beginning of year2015-12-31$13,631,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,763
Total interest from all sources2015-12-31$14,595
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$18,763
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$853,153
Participant contributions at end of year2015-12-31$265,533
Participant contributions at beginning of year2015-12-31$287,522
Participant contributions at end of year2015-12-31$14,515
Participant contributions at beginning of year2015-12-31$12,861
Assets. Other investments not covered elsewhere at end of year2015-12-31$753,393
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$747,656
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$240,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$22,040
Other income not declared elsewhere2015-12-31$-9,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-13,749
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,595,746
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,609,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,969,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,803,520
Interest on participant loans2015-12-31$14,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$420,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$585,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$585,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$366,479
Employer contributions (assets) at end of year2015-12-31$169,852
Employer contributions (assets) at beginning of year2015-12-31$194,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,461,867
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA LLP
Accountancy firm EIN2015-12-31135381590
2014 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$34,335
Total income from all sources (including contributions)2014-12-31$1,941,859
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,092,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,083,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,174,206
Value of total assets at end of year2014-12-31$13,631,535
Value of total assets at beginning of year2014-12-31$12,794,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,712
Total interest from all sources2014-12-31$16,023
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$9,712
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$781,972
Participant contributions at end of year2014-12-31$287,522
Participant contributions at beginning of year2014-12-31$322,900
Participant contributions at end of year2014-12-31$12,861
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$747,656
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$699,734
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$58,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$22,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$34,335
Other income not declared elsewhere2014-12-31$33,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$849,040
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,609,495
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,760,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,803,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,839,420
Interest on participant loans2014-12-31$15,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$585,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$735,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$735,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$718,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$333,975
Employer contributions (assets) at end of year2014-12-31$194,854
Employer contributions (assets) at beginning of year2014-12-31$194,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,083,107
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA LLP
Accountancy firm EIN2014-12-31135381590
2013 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$58,416
Total income from all sources (including contributions)2013-12-31$3,068,764
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$643,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$620,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$918,880
Value of total assets at end of year2013-12-31$12,794,790
Value of total assets at beginning of year2013-12-31$10,393,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,221
Total interest from all sources2013-12-31$15,270
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$23,221
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$596,487
Participant contributions at end of year2013-12-31$322,900
Participant contributions at beginning of year2013-12-31$348,969
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$699,734
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$571,134
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$34,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$58,416
Other income not declared elsewhere2013-12-31$117,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,425,299
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,760,455
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,335,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,839,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,945,482
Interest on participant loans2013-12-31$15,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$735,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$347,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$347,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,016,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$305,503
Employer contributions (assets) at end of year2013-12-31$194,321
Employer contributions (assets) at beginning of year2013-12-31$176,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$620,244
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA LLP
Accountancy firm EIN2013-12-31135381590
2012 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$58,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,093,483
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,377,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,365,753
Value of total corrective distributions2012-12-31$852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$865,310
Value of total assets at end of year2012-12-31$10,393,572
Value of total assets at beginning of year2012-12-31$9,618,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,626
Total interest from all sources2012-12-31$15,341
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10,626
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$518,404
Participant contributions at end of year2012-12-31$348,969
Participant contributions at beginning of year2012-12-31$320,219
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$10,126
Assets. Other investments not covered elsewhere at end of year2012-12-31$571,134
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$482,619
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$62,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$58,416
Other income not declared elsewhere2012-12-31$62,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$716,252
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,335,156
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,618,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,945,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,888,100
Interest on participant loans2012-12-31$15,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$347,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$722,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$722,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,150,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$284,088
Employer contributions (assets) at end of year2012-12-31$176,478
Employer contributions (assets) at beginning of year2012-12-31$191,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,365,753
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA LLP
Accountancy firm EIN2012-12-31135381590
2011 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$851,592
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$344,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$300,920
Value of total corrective distributions2011-12-31$35,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$987,498
Value of total assets at end of year2011-12-31$9,618,904
Value of total assets at beginning of year2011-12-31$9,112,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,824
Total interest from all sources2011-12-31$12,719
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$8,824
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$538,737
Participant contributions at end of year2011-12-31$320,219
Participant contributions at beginning of year2011-12-31$199,474
Participant contributions at end of year2011-12-31$10,126
Participant contributions at beginning of year2011-12-31$9,889
Assets. Other investments not covered elsewhere at end of year2011-12-31$482,619
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$478,230
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$156,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$506,635
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,618,904
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,112,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,888,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,715,249
Interest on participant loans2011-12-31$12,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$722,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$500,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$500,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-148,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$292,125
Employer contributions (assets) at end of year2011-12-31$191,816
Employer contributions (assets) at beginning of year2011-12-31$204,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$300,920
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA LLP
Accountancy firm EIN2011-12-31135381590
2009 : SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

2023: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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