401k Plan data: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN plan

JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN
Plan identification number	001

JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

JORGENSEN, SCHULZ & ASSOCIATES, S.C. has sponsored the creation of one or more 401k plans.

Company Name: JORGENSEN, SCHULZ & ASSOCIATES, S.C.

Employer identification number (EIN): 391837972

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRADLEY JORGENSEN 2024-03-19 BRADLEY JORGENSEN 2024-03-19
001 2022-01-01 BRADLEY JORGENSEN 2023-04-25 BRADLEY JORGENSEN 2023-04-25
001 2021-01-01 BRADLEY JORGENSEN 2022-10-11 BRADLEY JORGENSEN 2022-10-11
001 2020-01-01 BRADLEY JORGENSEN 2021-02-18 BRADLEY JORGENSEN 2021-02-18
001 2019-01-01 BRADLEY JORGENSEN 2020-05-05 BRADLEY JORGENSEN 2020-05-05
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 BRADLEY JORGENSEN BRADLEY JORGENSEN 2013-04-30
001 2011-01-01 BRADLEY JORGENSEN BRADLEY JORGENSEN 2012-04-05
001 2009-01-01 BRADLEY JORGENSEN BRADLEY JORGENSEN 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRADLEY JORGENSEN	2024-03-19	BRADLEY JORGENSEN	2024-03-19
001	2022-01-01	BRADLEY JORGENSEN	2023-04-25	BRADLEY JORGENSEN	2023-04-25
001	2021-01-01	BRADLEY JORGENSEN	2022-10-11	BRADLEY JORGENSEN	2022-10-11
001	2020-01-01	BRADLEY JORGENSEN	2021-02-18	BRADLEY JORGENSEN	2021-02-18
001	2019-01-01	BRADLEY JORGENSEN	2020-05-05	BRADLEY JORGENSEN	2020-05-05
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	BRADLEY JORGENSEN		BRADLEY JORGENSEN	2013-04-30
001	2011-01-01	BRADLEY JORGENSEN		BRADLEY JORGENSEN	2012-04-05
001	2009-01-01	BRADLEY JORGENSEN		BRADLEY JORGENSEN	2010-07-12

Plan Statistics for JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN

401k plan membership statisitcs for JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN

Measure Date Value
2023: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 13
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 12
Total of all active and inactive participants 2023-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 25
Number of participants with account balances 2023-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 25
Number of participants with account balances 2022-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 17
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 9
Total of all active and inactive participants 2021-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 26
Number of participants with account balances 2021-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
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 7
Total of all active and inactive participants 2020-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 24
Number of participants with account balances 2020-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
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 5
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
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 7
Total of all active and inactive participants 2018-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 23
Number of participants with account balances 2018-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
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 10
Total of all active and inactive participants 2017-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 25
Number of participants with account balances 2017-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
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 8
Total of all active and inactive participants 2016-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 24
Number of participants with account balances 2016-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
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 6
Total of all active and inactive participants 2015-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 24
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
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 8
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
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 7
Total of all active and inactive participants 2013-01-01 23
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
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 7
Total of all active and inactive participants 2012-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
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 6
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
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 4
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	13
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	12
Total of all active and inactive participants	2023-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	25
Number of participants with account balances	2023-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	25
Number of participants with account balances	2022-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	17
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	9
Total of all active and inactive participants	2021-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	26
Number of participants with account balances	2021-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
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	7
Total of all active and inactive participants	2020-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	24
Number of participants with account balances	2020-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
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	5
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
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	7
Total of all active and inactive participants	2018-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	23
Number of participants with account balances	2018-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
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	10
Total of all active and inactive participants	2017-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	25
Number of participants with account balances	2017-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
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	8
Total of all active and inactive participants	2016-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	24
Number of participants with account balances	2016-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
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	6
Total of all active and inactive participants	2015-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	24
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
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	8
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
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	7
Total of all active and inactive participants	2013-01-01	23
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
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	7
Total of all active and inactive participants	2012-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
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	6
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
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	4
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$450,178
Expenses. Total of all expenses incurred	2023-12-31	$33,076
Benefits paid (including direct rollovers)	2023-12-31	$19,254
Total plan assets at end of year	2023-12-31	$2,088,984
Total plan assets at beginning of year	2023-12-31	$1,671,882
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$79,547
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$53,251
Other income received	2023-12-31	$306,966
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$417,102
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,088,984
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,671,882
Total contributions received or receivable from employer(s)	2023-12-31	$10,414
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$13,822
2022 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-347,112
Expenses. Total of all expenses incurred	2022-12-31	$22,095
Benefits paid (including direct rollovers)	2022-12-31	$9,419
Total plan assets at end of year	2022-12-31	$1,671,882
Total plan assets at beginning of year	2022-12-31	$2,041,089
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$49,329
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-405,981
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-369,207
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,671,882
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,041,089
Total contributions received or receivable from employer(s)	2022-12-31	$9,540
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$12,676
2021 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$254,944
Expenses. Total of all expenses incurred	2021-12-31	$16,164
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$2,041,089
Total plan assets at beginning of year	2021-12-31	$1,802,309
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$79,057
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$148,523
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$238,780
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,041,089
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,802,309
Total contributions received or receivable from employer(s)	2021-12-31	$27,364
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$16,164
2020 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$325,327
Expenses. Total of all expenses incurred	2020-12-31	$17,337
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,802,309
Total plan assets at beginning of year	2020-12-31	$1,494,319
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$188,150
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$307,990
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,802,309
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,494,319
Total contributions received or receivable from employer(s)	2020-12-31	$137,177
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$17,337
2019 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$232,173
Expenses. Total of all expenses incurred	2019-12-31	$16,911
Benefits paid (including direct rollovers)	2019-12-31	$1,743
Total plan assets at end of year	2019-12-31	$1,494,319
Total plan assets at beginning of year	2019-12-31	$1,279,057
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$232,173
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$215,262
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,494,319
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,279,057
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,168
2018 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$42,334
Expenses. Total of all expenses incurred	2018-12-31	$17,227
Benefits paid (including direct rollovers)	2018-12-31	$4,346
Total plan assets at end of year	2018-12-31	$1,279,057
Total plan assets at beginning of year	2018-12-31	$1,253,950
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-83,829
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$25,107
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,279,057
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,253,950
Total contributions received or receivable from employer(s)	2018-12-31	$126,163
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,881
2017 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$363,863
Expenses. Total of all expenses incurred	2017-12-31	$10,049
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,253,950
Total plan assets at beginning of year	2017-12-31	$900,136
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$237,349
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$353,814
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,253,950
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$900,136
Total contributions received or receivable from employer(s)	2017-12-31	$126,514
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$10,049
2016 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-3,775
Expenses. Total of all expenses incurred	2016-12-31	$19,649
Benefits paid (including direct rollovers)	2016-12-31	$16,249
Total plan assets at end of year	2016-12-31	$900,136
Total plan assets at beginning of year	2016-12-31	$923,560
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-3,775
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-23,424
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$900,136
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$923,560
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,400
2015 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$25,896
Expenses. Total of all expenses incurred	2015-12-31	$220,317
Benefits paid (including direct rollovers)	2015-12-31	$217,694
Total plan assets at end of year	2015-12-31	$923,560
Total plan assets at beginning of year	2015-12-31	$1,117,981
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-99,944
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-194,421
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$923,560
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,117,981
Total contributions received or receivable from employer(s)	2015-12-31	$125,840
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,623
2014 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$132,196
Expenses. Total of all expenses incurred	2014-12-31	$6,706
Benefits paid (including direct rollovers)	2014-12-31	$4,319
Total plan assets at end of year	2014-12-31	$1,117,981
Total plan assets at beginning of year	2014-12-31	$992,491
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,387
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$9,325
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$125,490
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,117,981
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$992,491
Total contributions received or receivable from employer(s)	2014-12-31	$122,871
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$174,248
Expenses. Total of all expenses incurred	2013-12-31	$13,895
Benefits paid (including direct rollovers)	2013-12-31	$11,737
Total plan assets at end of year	2013-12-31	$992,491
Total plan assets at beginning of year	2013-12-31	$832,138
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,158
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$124,218
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$160,353
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$992,491
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$832,138
Total contributions received or receivable from employer(s)	2013-12-31	$50,030
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$80,526
Expenses. Total of all expenses incurred	2012-12-31	$22,499
Benefits paid (including direct rollovers)	2012-12-31	$20,569
Total plan assets at end of year	2012-12-31	$832,138
Total plan assets at beginning of year	2012-12-31	$774,111
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,930
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$80,526
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$58,027
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$832,138
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$774,111
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-26,824
Expenses. Total of all expenses incurred	2011-12-31	$3,063
Benefits paid (including direct rollovers)	2011-12-31	$2,886
Total plan assets at end of year	2011-12-31	$774,111
Total plan assets at beginning of year	2011-12-31	$803,998
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$177
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-26,824
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-29,887
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$774,111
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$803,998
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$180,893
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$803,998
Total plan assets at beginning of year	2010-12-31	$623,105
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$99,893
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$180,893
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$803,998
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$623,105
Total contributions received or receivable from employer(s)	2010-12-31	$81,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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 JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN

2023: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING 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
2009: JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

148735

Policy instance

Insurance contract or identification number	148735
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

148735

Policy instance

Insurance contract or identification number	148735
Number of Individuals Covered	26
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

148735

Policy instance

Insurance contract or identification number	148735
Number of Individuals Covered	27
Insurance policy start date	2021-02-05
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	JORGENSEN, SCHULZ & ASSOCIATES, S.C.
Employer identification number (EIN):	391837972
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists