401k Plan data: SCHULER SHOES, INC. CASH BALANCE PLAN plan

SCHULER SHOES, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	SCHULER SHOES, INC. CASH BALANCE PLAN
Plan identification number	003

SCHULER SHOES, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SCHULER SHOES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCHULER SHOES, INC.

Employer identification number (EIN): 410528210

NAIC Classification: 448210
NAIC Description: Shoe Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHULER SHOES, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-11-01 JOHN KOENIG 2014-11-21
003 2012-11-01 JOHN KOENIG 2014-02-10
003 2011-11-01 JOHN KOENIG
003 2009-11-01 JOHN KOENIG
003 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2013-11-01	JOHN KOENIG	2014-11-21
003	2012-11-01	JOHN KOENIG	2014-02-10
003	2011-11-01	JOHN KOENIG
003	2009-11-01	JOHN KOENIG
003	2008-11-01

Plan Statistics for SCHULER SHOES, INC. CASH BALANCE PLAN

401k plan membership statisitcs for SCHULER SHOES, INC. CASH BALANCE PLAN

Measure Date Value
2011: SCHULER SHOES, INC. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 83
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 67
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 5
Total of all active and inactive participants 2011-11-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: SCHULER SHOES, INC. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 94
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 79
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 10
Total of all active and inactive participants 2009-11-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2011: SCHULER SHOES, INC. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	83
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	67
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	5
Total of all active and inactive participants	2011-11-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: SCHULER SHOES, INC. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	94
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	79
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	10
Total of all active and inactive participants	2009-11-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on SCHULER SHOES, INC. CASH BALANCE PLAN

Measure	Date	Value
2012 : SCHULER SHOES, INC. CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$15,751
Expenses. Total of all expenses incurred	2012-10-31	$35,385
Benefits paid (including direct rollovers)	2012-10-31	$24,148
Total plan assets at end of year	2012-10-31	$808,353
Total plan assets at beginning of year	2012-10-31	$827,987
Value of fidelity bond covering the plan	2012-10-31	$500,000
Other income received	2012-10-31	$15,751
Net income (gross income less expenses)	2012-10-31	$-19,634
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$808,353
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$827,987
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$11,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
2011 : SCHULER SHOES, INC. CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$19,660
Expenses. Total of all expenses incurred	2011-10-31	$30,889
Benefits paid (including direct rollovers)	2011-10-31	$24,412
Total plan assets at end of year	2011-10-31	$827,987
Total plan assets at beginning of year	2011-10-31	$839,216
Value of fidelity bond covering the plan	2011-10-31	$500,000
Other income received	2011-10-31	$10,367
Net income (gross income less expenses)	2011-10-31	$-11,229
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$827,987
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$839,216
Assets. Value of real-estate (other than employer real property)	2011-10-31	$132,219
Total contributions received or receivable from employer(s)	2011-10-31	$9,293
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$6,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0
2010 : SCHULER SHOES, INC. CASH BALANCE PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for SCHULER SHOES, INC. CASH BALANCE PLAN

2011: SCHULER SHOES, INC. CASH BALANCE PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: SCHULER SHOES, INC. CASH BALANCE PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: SCHULER SHOES, INC. CASH BALANCE PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63274 )

Policy contract number

03099930

Policy instance

Insurance contract or identification number	03099930
Number of Individuals Covered	72
Insurance policy start date	2011-11-01
Insurance policy end date	2012-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63274 )

Policy contract number

03099930

Policy instance

Insurance contract or identification number	03099930
Number of Individuals Covered	81
Insurance policy start date	2010-11-01
Insurance policy end date	2011-10-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SCHULER SHOES, INC.
Employer identification number (EIN):	410528210
NAIC Classification:	448210
NAIC Description:	Shoe Stores