401k Plan data: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN plan

C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN
Plan identification number	001

C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined 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.
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

C.G. SCHMIDT, INC. has sponsored the creation of one or more 401k plans.

Company Name: C.G. SCHMIDT, INC.

Employer identification number (EIN): 390755565

NAIC Classification: 236200

Additional information about C.G. SCHMIDT, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2020-02-21

Company Identification Number: 0803554937

Legal Registered Office Address: 11777 W LAKE PARK DR

MILWAUKEE
United States of America (USA)
53224

More information about C.G. SCHMIDT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TODD RAKOWSKI SHELLEY ANDERSON 2018-09-05
001 2016-01-01 TODD RAKOWSKI SHELLEY ANDERSON 2017-09-13
001 2015-01-01 TODD RAKOWSKI SHELLEY ANDERSON 2016-09-16
001 2014-01-01 TODD RAKOWSKI SHELLEY ANDERSON 2015-09-14
001 2013-01-01 TODD RAKOWSKI SHELLEY ANDERSON 2014-08-06
001 2012-01-01 TODD RAKOWSKI
001 2011-01-01 TODD RAKOWSKI
001 2010-01-01 TODD RAKOWSKI TODD RAKOWSKI 2011-10-13
001 2009-01-01 STEPHANIE MEYERS TODD RAKOWSKI 2010-08-27
001 2009-01-01 STEPHANIE MEYERS TODD RAKOWSKI 2010-08-27
001 2009-01-01 STEPHANIE MEYERS TODD RAKOWSKI 2010-08-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TODD RAKOWSKI	SHELLEY ANDERSON	2018-09-05
001	2016-01-01	TODD RAKOWSKI	SHELLEY ANDERSON	2017-09-13
001	2015-01-01	TODD RAKOWSKI	SHELLEY ANDERSON	2016-09-16
001	2014-01-01	TODD RAKOWSKI	SHELLEY ANDERSON	2015-09-14
001	2013-01-01	TODD RAKOWSKI	SHELLEY ANDERSON	2014-08-06
001	2012-01-01	TODD RAKOWSKI
001	2011-01-01	TODD RAKOWSKI
001	2010-01-01	TODD RAKOWSKI	TODD RAKOWSKI	2011-10-13
001	2009-01-01	STEPHANIE MEYERS	TODD RAKOWSKI	2010-08-27
001	2009-01-01	STEPHANIE MEYERS	TODD RAKOWSKI	2010-08-27
001	2009-01-01	STEPHANIE MEYERS	TODD RAKOWSKI	2010-08-27

Plan Statistics for C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 116
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 48
Total of all active and inactive participants 2022-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 166
Number of participants with account balances 2022-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 48
Total of all active and inactive participants 2021-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 157
Number of participants with account balances 2021-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 128
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 35
Total of all active and inactive participants 2020-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 163
Number of participants with account balances 2020-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 124
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 153
Number of participants with account balances 2019-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 416
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 30
Total of all active and inactive participants 2018-01-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 446
Number of participants with account balances 2018-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 145
Number of participants with account balances 2017-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 102
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 133
Number of participants with account balances 2016-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 97
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 129
Number of participants with account balances 2015-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 68
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 106
Number of participants with account balances 2014-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 72
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 38
Total of all active and inactive participants 2013-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 110
Number of participants with account balances 2013-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 60
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 43
Total of all active and inactive participants 2012-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 103
Number of participants with account balances 2012-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 72
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 40
Total of all active and inactive participants 2011-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 112
Number of participants with account balances 2011-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2010: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 95
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 35
Total of all active and inactive participants 2010-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 130
Number of participants with account balances 2010-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 8
2009: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 106
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 35
Total of all active and inactive participants 2009-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 141
Number of participants with account balances 2009-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 24

Measure	Date	Value
2022: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	116
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	48
Total of all active and inactive participants	2022-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	166
Number of participants with account balances	2022-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	48
Total of all active and inactive participants	2021-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	157
Number of participants with account balances	2021-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	128
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	35
Total of all active and inactive participants	2020-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	163
Number of participants with account balances	2020-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	124
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	153
Number of participants with account balances	2019-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	416
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	30
Total of all active and inactive participants	2018-01-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	446
Number of participants with account balances	2018-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	145
Number of participants with account balances	2017-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	102
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	133
Number of participants with account balances	2016-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	97
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	129
Number of participants with account balances	2015-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	68
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	106
Number of participants with account balances	2014-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	72
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	38
Total of all active and inactive participants	2013-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	110
Number of participants with account balances	2013-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	60
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	43
Total of all active and inactive participants	2012-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	103
Number of participants with account balances	2012-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	72
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	40
Total of all active and inactive participants	2011-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	112
Number of participants with account balances	2011-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2010: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	95
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	35
Total of all active and inactive participants	2010-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	130
Number of participants with account balances	2010-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	8
2009: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	106
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	35
Total of all active and inactive participants	2009-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	141
Number of participants with account balances	2009-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	24

Financial Data on C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2022 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$71,232
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	$-3,998,611
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,657,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,513,601
Value of total corrective distributions	2022-12-31	$71,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,816,648
Value of total assets at end of year	2022-12-31	$27,892,338
Value of total assets at beginning of year	2022-12-31	$33,477,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$72,973
Total interest from all sources	2022-12-31	$4,680
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$477,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$477,186
Administrative expenses professional fees incurred	2022-12-31	$49,223
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,219,133
Participant contributions at end of year	2022-12-31	$120,287
Participant contributions at beginning of year	2022-12-31	$88,875
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$30,182
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$451,178
Total non interest bearing cash at end of year	2022-12-31	$3,447
Total non interest bearing cash at beginning of year	2022-12-31	$216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,656,417
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,821,106
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,477,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$23,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,751,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,383,431
Interest on participant loans	2022-12-31	$4,680
Value of interest in common/collective trusts at end of year	2022-12-31	$22,015,772
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,609,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,669,363
Net investment gain or loss from common/collective trusts	2022-12-31	$-627,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$146,337
Employer contributions (assets) at end of year	2022-12-31	$1,380
Employer contributions (assets) at beginning of year	2022-12-31	$365,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,513,601
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$71,232
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WIPFLI, LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$40,274
Total income from all sources (including contributions)	2021-12-31	$6,535,657
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,952,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,852,490
Value of total corrective distributions	2021-12-31	$39,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,061,022
Value of total assets at end of year	2021-12-31	$33,477,523
Value of total assets at beginning of year	2021-12-31	$29,934,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$59,768
Total interest from all sources	2021-12-31	$3,661
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,989,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,989,058
Administrative expenses professional fees incurred	2021-12-31	$32,768
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,209,430
Participant contributions at end of year	2021-12-31	$88,875
Participant contributions at beginning of year	2021-12-31	$69,222
Participant contributions at end of year	2021-12-31	$30,182
Participant contributions at beginning of year	2021-12-31	$34,201
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$330,331
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$5,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$40,274
Other income not declared elsewhere	2021-12-31	$4,931
Total non interest bearing cash at end of year	2021-12-31	$216
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,583,462
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,477,523
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,894,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$27,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,383,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,098,134
Interest on participant loans	2021-12-31	$3,661
Value of interest in common/collective trusts at end of year	2021-12-31	$5,609,185
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,968,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,276,626
Net investment gain or loss from common/collective trusts	2021-12-31	$200,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$521,261
Employer contributions (assets) at end of year	2021-12-31	$365,634
Employer contributions (assets) at beginning of year	2021-12-31	$759,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,852,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI, LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$40,274
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	$6,588,403
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$878,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$804,510
Value of total corrective distributions	2020-12-31	$3,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,463,908
Value of total assets at end of year	2020-12-31	$29,934,335
Value of total assets at beginning of year	2020-12-31	$24,184,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$70,538
Total interest from all sources	2020-12-31	$4,110
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$257,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$257,797
Administrative expenses professional fees incurred	2020-12-31	$43,538
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,288,964
Participant contributions at end of year	2020-12-31	$69,222
Participant contributions at beginning of year	2020-12-31	$100,222
Participant contributions at end of year	2020-12-31	$34,201
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$254,940
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$5,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$5,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$40,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$5
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,709,606
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,894,061
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,184,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$27,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,098,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,499,382
Interest on participant loans	2020-12-31	$4,110
Value of interest in common/collective trusts at end of year	2020-12-31	$2,968,638
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,809,031
Net investment gain or loss from common/collective trusts	2020-12-31	$53,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$920,004
Employer contributions (assets) at end of year	2020-12-31	$759,102
Employer contributions (assets) at beginning of year	2020-12-31	$578,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$804,510
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WIPFLI, LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$6,820,415
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,385,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,318,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,274,221
Value of total assets at end of year	2019-12-31	$24,184,455
Value of total assets at beginning of year	2019-12-31	$18,749,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$67,173
Total interest from all sources	2019-12-31	$3,194
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$365,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$365,378
Administrative expenses professional fees incurred	2019-12-31	$40,173
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,223,701
Participant contributions at end of year	2019-12-31	$100,222
Participant contributions at beginning of year	2019-12-31	$50,077
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$321,285
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$5,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$6,693
Other income not declared elsewhere	2019-12-31	$130
Total non interest bearing cash at end of year	2019-12-31	$25
Total non interest bearing cash at beginning of year	2019-12-31	$1,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,434,536
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,184,455
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,749,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$27,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,499,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,037,375
Interest on participant loans	2019-12-31	$3,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,177,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$729,235
Employer contributions (assets) at end of year	2019-12-31	$578,880
Employer contributions (assets) at beginning of year	2019-12-31	$654,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,318,706
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI, LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$446,709
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$288,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$220,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,895,900
Value of total assets at end of year	2018-12-31	$18,749,919
Value of total assets at beginning of year	2018-12-31	$18,591,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$68,225
Total interest from all sources	2018-12-31	$2,166
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$309,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$309,906
Administrative expenses professional fees incurred	2018-12-31	$41,225
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,087,983
Participant contributions at end of year	2018-12-31	$50,077
Participant contributions at beginning of year	2018-12-31	$56,856
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$25,002
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$6,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$4,433
Other income not declared elsewhere	2018-12-31	$25
Total non interest bearing cash at end of year	2018-12-31	$1,065
Total non interest bearing cash at beginning of year	2018-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$158,246
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,749,919
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,591,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$27,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$18,037,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$18,026,110
Interest on participant loans	2018-12-31	$2,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,761,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$782,915
Employer contributions (assets) at end of year	2018-12-31	$654,709
Employer contributions (assets) at beginning of year	2018-12-31	$504,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$220,238
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI, LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$4,981,506
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,728,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,668,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,797,237
Value of total assets at end of year	2017-12-31	$18,591,673
Value of total assets at beginning of year	2017-12-31	$16,339,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$60,919
Total interest from all sources	2017-12-31	$1,584
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$245,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$245,081
Administrative expenses professional fees incurred	2017-12-31	$34,919
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$954,080
Participant contributions at end of year	2017-12-31	$56,856
Participant contributions at beginning of year	2017-12-31	$60,162
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$230,942
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$4,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$4,598
Other income not declared elsewhere	2017-12-31	$109
Total non interest bearing cash at end of year	2017-12-31	$150
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,252,526
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,591,673
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,339,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$26,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$18,026,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,685,643
Interest on participant loans	2017-12-31	$1,584
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,355,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,935,689
Net investment gain or loss from common/collective trusts	2017-12-31	$1,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$612,215
Employer contributions (assets) at end of year	2017-12-31	$504,124
Employer contributions (assets) at beginning of year	2017-12-31	$233,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,668,061
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI, LLP
Accountancy firm EIN	2017-12-31	390758449
2016 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$0
Total income from all sources (including contributions)	2016-12-31	$2,107,967
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$395,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$339,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,144,445
Value of total assets at end of year	2016-12-31	$16,339,147
Value of total assets at beginning of year	2016-12-31	$14,626,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$55,553
Total interest from all sources	2016-12-31	$2,884
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$231,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$231,510
Administrative expenses professional fees incurred	2016-12-31	$31,553
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$766,179
Participant contributions at end of year	2016-12-31	$60,162
Participant contributions at beginning of year	2016-12-31	$109,242
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$63,849
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$4,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$4,243
Other income not declared elsewhere	2016-12-31	$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,712,475
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,339,147
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,626,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,685,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,233,305
Interest on participant loans	2016-12-31	$2,884
Value of interest in common/collective trusts at end of year	2016-12-31	$1,355,469
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,279,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$709,666
Net investment gain or loss from common/collective trusts	2016-12-31	$19,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$314,417
Employer contributions (assets) at end of year	2016-12-31	$233,275
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$339,939
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$18,398
Total income from all sources (including contributions)	2015-12-31	$763,586
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$368,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$314,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$781,223
Value of total assets at end of year	2015-12-31	$14,626,672
Value of total assets at beginning of year	2015-12-31	$14,250,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$54,114
Total interest from all sources	2015-12-31	$2,826
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$187,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$187,644
Administrative expenses professional fees incurred	2015-12-31	$7,100
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$638,138
Participant contributions at end of year	2015-12-31	$109,242
Participant contributions at beginning of year	2015-12-31	$87,683
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$100,005
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$4,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$4,027
Other income not declared elsewhere	2015-12-31	$49
Administrative expenses (other) incurred	2015-12-31	$29,639
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$18,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$394,619
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,626,672
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,232,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$17,375
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,233,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,873,879
Interest on participant loans	2015-12-31	$2,826
Value of interest in common/collective trusts at end of year	2015-12-31	$1,279,882
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,266,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-226,028
Net investment gain or loss from common/collective trusts	2015-12-31	$17,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$43,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$314,853
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$18,398
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$18,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$23,549
Total income from all sources (including contributions)	2014-12-31	$1,410,558
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$361,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$297,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$578,058
Value of total assets at end of year	2014-12-31	$14,250,451
Value of total assets at beginning of year	2014-12-31	$13,206,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$63,825
Total interest from all sources	2014-12-31	$4,468
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$182,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$182,289
Administrative expenses professional fees incurred	2014-12-31	$6,900
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$550,825
Participant contributions at end of year	2014-12-31	$87,683
Participant contributions at beginning of year	2014-12-31	$144,803
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$19,852
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$11,304
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$4,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$3,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$23,549
Other income not declared elsewhere	2014-12-31	$793
Administrative expenses (other) incurred	2014-12-31	$32,234
Total non interest bearing cash at end of year	2014-12-31	$18,542
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,049,478
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,232,053
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$13,182,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$24,691
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,873,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,849,660
Interest on participant loans	2014-12-31	$4,468
Value of interest in common/collective trusts at end of year	2014-12-31	$1,266,320
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,186,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$627,885
Net investment gain or loss from common/collective trusts	2014-12-31	$17,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$15,929
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$2,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$297,255
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$18,398
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$23,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$2,106
Total income from all sources (including contributions)	2013-12-31	$3,009,973
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$883,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$824,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$574,863
Value of total assets at end of year	2013-12-31	$13,206,124
Value of total assets at beginning of year	2013-12-31	$11,057,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$59,120
Total interest from all sources	2013-12-31	$4,380
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$135,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$135,767
Administrative expenses professional fees incurred	2013-12-31	$6,900
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$515,618
Participant contributions at end of year	2013-12-31	$144,803
Participant contributions at beginning of year	2013-12-31	$130,932
Participant contributions at end of year	2013-12-31	$19,852
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$3,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$5,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$23,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$2,106
Administrative expenses (other) incurred	2013-12-31	$30,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,126,723
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$13,182,575
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,055,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$21,457
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,849,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,633,861
Interest on participant loans	2013-12-31	$4,380
Value of interest in common/collective trusts at end of year	2013-12-31	$1,186,314
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,287,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,274,554
Net investment gain or loss from common/collective trusts	2013-12-31	$20,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$59,245
Employer contributions (assets) at end of year	2013-12-31	$2,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$824,130
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2013-12-31	390859910
2012 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$17,822
Total income from all sources (including contributions)	2012-12-31	$1,787,719
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$377,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$323,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$466,911
Value of total assets at end of year	2012-12-31	$11,057,958
Value of total assets at beginning of year	2012-12-31	$9,663,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$53,349
Total interest from all sources	2012-12-31	$5,392
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$162,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$162,144
Administrative expenses professional fees incurred	2012-12-31	$26,519
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$446,143
Participant contributions at end of year	2012-12-31	$130,932
Participant contributions at beginning of year	2012-12-31	$146,425
Participant contributions at beginning of year	2012-12-31	$13,759
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$5,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$4,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$2,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$17,822
Administrative expenses (other) incurred	2012-12-31	$26,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,410,667
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,055,852
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,645,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,633,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,092,879
Interest on participant loans	2012-12-31	$5,392
Value of interest in common/collective trusts at end of year	2012-12-31	$1,287,801
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,341,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,124,697
Net investment gain or loss from common/collective trusts	2012-12-31	$28,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$20,768
Employer contributions (assets) at beginning of year	2012-12-31	$63,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$323,703
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2012-12-31	390859910
2011 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$17,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,159
Total income from all sources (including contributions)	2011-12-31	$67,355
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,343,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,292,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$601,214
Value of total assets at end of year	2011-12-31	$9,663,007
Value of total assets at beginning of year	2011-12-31	$10,923,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$51,053
Total interest from all sources	2011-12-31	$7,986
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$160,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$160,626
Administrative expenses professional fees incurred	2011-12-31	$6,300
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$491,976
Participant contributions at end of year	2011-12-31	$146,425
Participant contributions at beginning of year	2011-12-31	$219,061
Participant contributions at end of year	2011-12-31	$13,759
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$4,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$4,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$17,822
Administrative expenses (other) incurred	2011-12-31	$27,425
Liabilities. Value of operating payables at beginning of year	2011-12-31	$2,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,275,955
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,645,185
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,921,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$17,328
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,092,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$9,797,001
Interest on participant loans	2011-12-31	$7,986
Value of interest in common/collective trusts at end of year	2011-12-31	$1,341,155
Value of interest in common/collective trusts at beginning of year	2011-12-31	$662,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-720,271
Net investment gain or loss from common/collective trusts	2011-12-31	$17,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$109,238
Employer contributions (assets) at end of year	2011-12-31	$63,846
Employer contributions (assets) at beginning of year	2011-12-31	$239,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,292,257
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2011-12-31	390859910
2010 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,258,656
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,073,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,035,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,233,233
Value of total assets at end of year	2010-12-31	$10,923,299
Value of total assets at beginning of year	2010-12-31	$9,735,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$37,374
Total interest from all sources	2010-12-31	$14,744
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$162,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$162,995
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$672,202
Participant contributions at end of year	2010-12-31	$219,061
Participant contributions at beginning of year	2010-12-31	$268,582
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$12,367
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$4,711
Administrative expenses (other) incurred	2010-12-31	$23,807
Liabilities. Value of operating payables at end of year	2010-12-31	$2,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,185,498
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,921,140
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,735,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$13,567
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$9,797,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,920,281
Interest on participant loans	2010-12-31	$14,744
Value of interest in common/collective trusts at end of year	2010-12-31	$662,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$546,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$546,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$835,628
Net investment gain or loss from common/collective trusts	2010-12-31	$12,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$548,664
Employer contributions (assets) at end of year	2010-12-31	$239,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,035,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2010-12-31	390859910
2009 : C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN

2022: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 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
2010: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	C.G. SCHMIDT, INC.
Employer identification number (EIN):	390755565
NAIC Classification:	236200

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2020-02-21
Company Identification Number:	0803554937
Legal Registered Office Address:	11777 W LAKE PARK DR MILWAUKEE United States of America (USA) 53224