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Plan Name | SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SCHWAAB, INC. |
Employer identification number (EIN): | 390602450 |
NAIC Classification: | 326200 |
Additional information about SCHWAAB, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1977-03-03 |
Company Identification Number: | 0004038206 |
Legal Registered Office Address: |
12855 W LISBON RD STE 100 BROOKFIELD United States of America (USA) 53005 |
More information about SCHWAAB, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2021-01-01 | KELLIE WUSSOW | 2022-05-12 | ||
003 | 2021-01-01 | KELLIE WUSSOW | 2022-05-11 | ||
003 | 2020-01-01 | KELLIE WUSSOW | 2021-10-01 | ||
003 | 2019-01-01 | KELLIE WUSSOW | 2020-10-06 | ||
003 | 2018-01-01 | KELLIE WUSSOW | 2019-07-15 | ||
003 | 2017-01-01 | TRICIA ZELLER | 2018-06-12 | ||
003 | 2016-01-01 | TRICIA ZELLER | 2017-07-06 | ||
003 | 2015-01-01 | TRICIA ZELLER | 2016-07-12 | ||
003 | 2014-01-01 | WILLIAM YENTZ | 2015-07-01 | ||
003 | 2013-01-01 | WILLIAM YENTZ | 2014-05-30 | ||
003 | 2012-01-01 | WILLIAM YENTZ | 2013-06-25 | ||
003 | 2011-01-01 | WILLIAM YENTZ | |||
003 | 2009-01-01 | WILLIAM YENTZ |
Measure | Date | Value |
---|---|---|
2011: SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 16 |
Total of all active and inactive participants | 2011-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 76 |
Number of participants with account balances | 2011-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 16 |
Total of all active and inactive participants | 2009-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 68 |
Number of participants with account balances | 2009-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $24,797 |
Expenses. Total of all expenses incurred | 2011-12-31 | $118,530 |
Benefits paid (including direct rollovers) | 2011-12-31 | $118,335 |
Total plan assets at end of year | 2011-12-31 | $1,200,891 |
Total plan assets at beginning of year | 2011-12-31 | $1,294,624 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $34,316 |
Other income received | 2011-12-31 | $-9,519 |
Net income (gross income less expenses) | 2011-12-31 | $-93,733 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,200,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,294,624 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $195 |
2010 : SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $251,240 |
Expenses. Total of all expenses incurred | 2010-12-31 | $216,065 |
Benefits paid (including direct rollovers) | 2010-12-31 | $215,765 |
Total plan assets at end of year | 2010-12-31 | $1,294,624 |
Total plan assets at beginning of year | 2010-12-31 | $1,259,449 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $43,879 |
Other income received | 2010-12-31 | $207,361 |
Net income (gross income less expenses) | 2010-12-31 | $35,175 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,294,624 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,259,449 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $300 |
2011: SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |