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SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHELL & KAMPETER, INC. PROFIT SHARING PLAN
Plan identification number 001

SCHELL & KAMPETER, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHELL & KAMPETER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHELL & KAMPETER, INC.
Employer identification number (EIN):430951994
NAIC Classification:311110
NAIC Description: Animal Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEPHANIE DAVIS2023-10-03
0012021-01-01ANDREW BRONDEL2022-09-27
0012020-01-01ANDREW BRONDEL2021-10-10
0012019-01-01ANDREW BRONDEL2020-10-01
0012018-01-01ANDREW BRONDEL2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01ANDREW BRONDEL
0012014-01-01ANDREW BRONDEL
0012013-01-01ANDREW BRONDEL
0012012-01-01KEN WEGMAN
0012011-01-01KEN WEGMAN
0012009-01-01KEN WEGMAN

Plan Statistics for SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Measure Date Value
2022: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,222
Total number of active participants reported on line 7a of the Form 55002022-01-01968
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01126
Total of all active and inactive participants2022-01-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,102
Number of participants with account balances2022-01-011,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01119
2021: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01999
Total number of active participants reported on line 7a of the Form 55002021-01-011,034
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01134
Total of all active and inactive participants2021-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,174
Number of participants with account balances2021-01-011,131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0185
2020: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01940
Total number of active participants reported on line 7a of the Form 55002020-01-01807
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01136
Total of all active and inactive participants2020-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01948
Number of participants with account balances2020-01-01943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0179
2019: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01902
Total number of active participants reported on line 7a of the Form 55002019-01-01790
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01879
Number of participants with account balances2019-01-01872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0163
2018: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01840
Total number of active participants reported on line 7a of the Form 55002018-01-01739
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0195
Total of all active and inactive participants2018-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01837
Number of participants with account balances2018-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0187
2017: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01731
Total number of active participants reported on line 7a of the Form 55002017-01-01681
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01764
Number of participants with account balances2017-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0161
2016: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01639
Total number of active participants reported on line 7a of the Form 55002016-01-01596
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01656
Number of participants with account balances2016-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0156
2015: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01595
Total number of active participants reported on line 7a of the Form 55002015-01-01517
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01568
Number of participants with account balances2015-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01581
Total number of active participants reported on line 7a of the Form 55002014-01-01508
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01565
Number of participants with account balances2014-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0140
2013: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01536
Total number of active participants reported on line 7a of the Form 55002013-01-01509
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01547
Number of participants with account balances2013-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0136
2012: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01450
Total number of active participants reported on line 7a of the Form 55002012-01-01447
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01483
Number of participants with account balances2012-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01426
Total number of active participants reported on line 7a of the Form 55002011-01-01394
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01428
Number of participants with account balances2011-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01357
Total number of active participants reported on line 7a of the Form 55002009-01-01350
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01374
Number of participants with account balances2009-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,724,372
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,847,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,597,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,335,137
Value of total assets at end of year2022-12-31$84,282,328
Value of total assets at beginning of year2022-12-31$96,854,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$249,956
Total interest from all sources2022-12-31$82,658
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,105,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,105,348
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,870,837
Participant contributions at end of year2022-12-31$2,399,617
Participant contributions at beginning of year2022-12-31$2,206,791
Participant contributions at end of year2022-12-31$70,744
Participant contributions at beginning of year2022-12-31$64,654
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$505,097
Total non interest bearing cash at beginning of year2022-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,572,105
Value of net assets at end of year (total assets less liabilities)2022-12-31$84,282,328
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$96,854,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$71,087,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$84,409,048
Interest on participant loans2022-12-31$82,658
Value of interest in common/collective trusts at end of year2022-12-31$7,772,183
Value of interest in common/collective trusts at beginning of year2022-12-31$7,886,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,440,266
Net investment gain or loss from common/collective trusts2022-12-31$192,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,959,203
Employer contributions (assets) at end of year2022-12-31$2,952,099
Employer contributions (assets) at beginning of year2022-12-31$2,287,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,597,777
Contract administrator fees2022-12-31$249,956
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2022-12-31431126847
2021 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,882,246
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,326,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,085,403
Value of total corrective distributions2021-12-31$51
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,786,210
Value of total assets at end of year2021-12-31$96,854,433
Value of total assets at beginning of year2021-12-31$82,298,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$241,200
Total interest from all sources2021-12-31$82,862
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,497,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,819,457
Participant contributions at end of year2021-12-31$2,206,791
Participant contributions at beginning of year2021-12-31$2,094,718
Participant contributions at end of year2021-12-31$64,654
Participant contributions at beginning of year2021-12-31$54,812
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$162,706
Total non interest bearing cash at end of year2021-12-31$3
Total non interest bearing cash at beginning of year2021-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,555,592
Value of net assets at end of year (total assets less liabilities)2021-12-31$96,854,433
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,298,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$84,409,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,696,237
Interest on participant loans2021-12-31$82,862
Value of interest in common/collective trusts at end of year2021-12-31$7,886,196
Value of interest in common/collective trusts at beginning of year2021-12-31$6,234,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,359,999
Net investment gain or loss from common/collective trusts2021-12-31$155,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,804,047
Employer contributions (assets) at end of year2021-12-31$2,287,741
Employer contributions (assets) at beginning of year2021-12-31$2,218,770
Income. Dividends from common stock2021-12-31$6,497,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,085,403
Contract administrator fees2021-12-31$241,200
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2021-12-31431126847
2020 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$18,902,213
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,141,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,973,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,450,954
Value of total assets at end of year2020-12-31$82,298,841
Value of total assets at beginning of year2020-12-31$66,538,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$167,836
Total interest from all sources2020-12-31$95,460
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,144,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,144,422
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,425,122
Participant contributions at end of year2020-12-31$2,094,718
Participant contributions at beginning of year2020-12-31$2,111,010
Participant contributions at end of year2020-12-31$54,812
Participant contributions at beginning of year2020-12-31$53,952
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$332,599
Total non interest bearing cash at end of year2020-12-31$8
Total non interest bearing cash at beginning of year2020-12-31$1,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,760,792
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,298,841
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$66,538,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,696,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,966,494
Interest on participant loans2020-12-31$95,460
Value of interest in common/collective trusts at end of year2020-12-31$6,234,296
Value of interest in common/collective trusts at beginning of year2020-12-31$5,408,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,088,625
Net investment gain or loss from common/collective trusts2020-12-31$122,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,693,233
Employer contributions (assets) at end of year2020-12-31$2,218,770
Employer contributions (assets) at beginning of year2020-12-31$1,996,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,973,585
Contract administrator fees2020-12-31$167,836
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2020-12-31431126847
2019 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$18,305,546
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,983,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,822,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,531,634
Value of total assets at end of year2019-12-31$66,538,049
Value of total assets at beginning of year2019-12-31$53,215,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$160,805
Total interest from all sources2019-12-31$89,361
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,233,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,233,516
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,012,116
Participant contributions at end of year2019-12-31$2,111,010
Participant contributions at beginning of year2019-12-31$1,990,003
Participant contributions at end of year2019-12-31$53,952
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$196,865
Total non interest bearing cash at end of year2019-12-31$1,720
Total non interest bearing cash at beginning of year2019-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,322,404
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,538,049
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,215,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,966,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,471,658
Interest on participant loans2019-12-31$89,361
Value of interest in common/collective trusts at end of year2019-12-31$5,408,423
Value of interest in common/collective trusts at beginning of year2019-12-31$4,949,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,352,185
Net investment gain or loss from common/collective trusts2019-12-31$98,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,322,653
Employer contributions (assets) at end of year2019-12-31$1,996,450
Employer contributions (assets) at beginning of year2019-12-31$1,804,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,822,337
Contract administrator fees2019-12-31$160,805
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2019-12-31431126847
2018 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,462,227
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,840,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,681,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,732,194
Value of total assets at end of year2018-12-31$53,215,645
Value of total assets at beginning of year2018-12-31$52,594,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$159,626
Total interest from all sources2018-12-31$76,081
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,214,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,214,501
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,628,914
Participant contributions at end of year2018-12-31$1,990,003
Participant contributions at beginning of year2018-12-31$1,858,735
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$40,865
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,024
Total non interest bearing cash at end of year2018-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$621,327
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,215,645
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,594,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$44,471,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,617,732
Interest on participant loans2018-12-31$76,081
Value of interest in common/collective trusts at end of year2018-12-31$4,949,325
Value of interest in common/collective trusts at beginning of year2018-12-31$3,415,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,632,586
Net investment gain or loss from common/collective trusts2018-12-31$72,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,026,256
Employer contributions (assets) at end of year2018-12-31$1,804,656
Employer contributions (assets) at beginning of year2018-12-31$1,661,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,681,274
Contract administrator fees2018-12-31$159,626
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2018-12-31431126847
2017 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,661,742
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,700,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,575,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,418,355
Value of total assets at end of year2017-12-31$52,594,318
Value of total assets at beginning of year2017-12-31$42,633,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$125,353
Total interest from all sources2017-12-31$59,899
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,474,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,474,201
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,332,337
Participant contributions at end of year2017-12-31$1,858,735
Participant contributions at beginning of year2017-12-31$1,731,798
Participant contributions at end of year2017-12-31$40,865
Participant contributions at beginning of year2017-12-31$34,055
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$356,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,960,983
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,594,318
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,633,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,617,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,025,841
Value of interest in common/collective trusts at end of year2017-12-31$3,415,204
Value of interest in common/collective trusts at beginning of year2017-12-31$3,366,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$59,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,649,274
Net investment gain or loss from common/collective trusts2017-12-31$60,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,729,980
Employer contributions (assets) at end of year2017-12-31$1,661,782
Employer contributions (assets) at beginning of year2017-12-31$1,474,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,575,406
Contract administrator fees2017-12-31$125,353
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2017-12-31431126847
2016 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,130,647
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,098,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,996,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,584,827
Value of total assets at end of year2016-12-31$42,633,335
Value of total assets at beginning of year2016-12-31$38,600,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,655
Total interest from all sources2016-12-31$51,478
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,379,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,379,118
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,072,867
Participant contributions at end of year2016-12-31$1,731,798
Participant contributions at beginning of year2016-12-31$1,520,764
Participant contributions at end of year2016-12-31$34,055
Participant contributions at beginning of year2016-12-31$36,867
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$80,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,032,642
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,633,335
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,600,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$36,025,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,529,476
Interest on participant loans2016-12-31$51,478
Value of interest in common/collective trusts at end of year2016-12-31$3,366,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,236,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,236,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,088,761
Net investment gain or loss from common/collective trusts2016-12-31$26,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,431,777
Employer contributions (assets) at end of year2016-12-31$1,474,992
Employer contributions (assets) at beginning of year2016-12-31$1,276,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,996,350
Contract administrator fees2016-12-31$101,655
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2016-12-31431126847
2015 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,077
Total income from all sources (including contributions)2015-12-31$4,146,272
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,041,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,953,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,093,376
Value of total assets at end of year2015-12-31$38,600,693
Value of total assets at beginning of year2015-12-31$36,500,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,545
Total interest from all sources2015-12-31$46,089
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,786,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,786,476
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,791,185
Participant contributions at end of year2015-12-31$1,520,764
Participant contributions at beginning of year2015-12-31$1,361,509
Participant contributions at end of year2015-12-31$36,867
Participant contributions at beginning of year2015-12-31$33,930
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$192,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,077
Total non interest bearing cash at beginning of year2015-12-31$4,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,104,428
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,600,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,496,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,529,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,549,630
Interest on participant loans2015-12-31$44,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,236,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,270,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,270,621
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,779,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,109,994
Employer contributions (assets) at end of year2015-12-31$1,276,595
Employer contributions (assets) at beginning of year2015-12-31$1,280,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,953,299
Contract administrator fees2015-12-31$88,545
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2015-12-31431126847
2014 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,617
Total income from all sources (including contributions)2014-12-31$6,051,669
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,162,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,077,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,870,059
Value of total assets at end of year2014-12-31$36,500,342
Value of total assets at beginning of year2014-12-31$32,609,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$85,282
Total interest from all sources2014-12-31$47,055
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,443,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,443,194
Administrative expenses professional fees incurred2014-12-31$62,764
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,774,690
Participant contributions at end of year2014-12-31$1,361,509
Participant contributions at beginning of year2014-12-31$1,497,546
Participant contributions at end of year2014-12-31$33,930
Participant contributions at beginning of year2014-12-31$18,997
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,617
Total non interest bearing cash at end of year2014-12-31$4,074
Total non interest bearing cash at beginning of year2014-12-31$2,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,888,914
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,496,265
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,607,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,549,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,288,623
Interest on participant loans2014-12-31$46,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,270,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,636,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,636,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$691,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,071,244
Employer contributions (assets) at end of year2014-12-31$1,280,578
Employer contributions (assets) at beginning of year2014-12-31$1,165,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,077,473
Contract administrator fees2014-12-31$22,518
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2014-12-31431126847
2013 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,216,564
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,935,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,839,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,470,139
Value of total assets at end of year2013-12-31$32,609,968
Value of total assets at beginning of year2013-12-31$26,325,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$95,108
Total interest from all sources2013-12-31$50,996
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,081,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,081,509
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,584,294
Participant contributions at end of year2013-12-31$1,497,546
Participant contributions at beginning of year2013-12-31$1,480,363
Participant contributions at end of year2013-12-31$18,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,617
Total non interest bearing cash at end of year2013-12-31$2,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,281,465
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,607,351
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,325,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,288,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,025,917
Interest on participant loans2013-12-31$50,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,636,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,760,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,760,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,613,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,885,845
Employer contributions (assets) at end of year2013-12-31$1,165,635
Employer contributions (assets) at beginning of year2013-12-31$1,058,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,839,991
Contract administrator fees2013-12-31$95,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2013-12-31431126847
2012 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,875,811
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,769,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,675,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,261,888
Value of total assets at end of year2012-12-31$26,325,886
Value of total assets at beginning of year2012-12-31$22,219,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$93,867
Total interest from all sources2012-12-31$49,483
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$736,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$736,425
Administrative expenses professional fees incurred2012-12-31$47,107
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,517,979
Participant contributions at end of year2012-12-31$1,480,363
Participant contributions at beginning of year2012-12-31$1,255,723
Participant contributions at beginning of year2012-12-31$8,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,106,620
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,325,886
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,219,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,025,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,615,319
Interest on participant loans2012-12-31$47,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,760,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,401,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,401,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,828,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,743,909
Employer contributions (assets) at end of year2012-12-31$1,058,765
Employer contributions (assets) at beginning of year2012-12-31$937,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,675,324
Contract administrator fees2012-12-31$31,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2012-12-31431126847
2011 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,676,582
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,007,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$922,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,882,551
Value of total assets at end of year2011-12-31$22,219,266
Value of total assets at beginning of year2011-12-31$20,550,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$85,843
Total interest from all sources2011-12-31$38,369
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$377,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$377,580
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,329,712
Participant contributions at end of year2011-12-31$1,255,723
Participant contributions at beginning of year2011-12-31$930,636
Participant contributions at end of year2011-12-31$8,989
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,668,583
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,219,266
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,550,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,615,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,834,694
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$36,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,401,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,917,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,917,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-621,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,528,044
Employer contributions (assets) at end of year2011-12-31$937,597
Employer contributions (assets) at beginning of year2011-12-31$867,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$922,156
Contract administrator fees2011-12-31$73,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2011-12-31431126847
2010 : SCHELL & KAMPETER, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
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$4,493,560
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$506,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$424,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,593,773
Value of total assets at end of year2010-12-31$20,550,683
Value of total assets at beginning of year2010-12-31$16,563,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$81,978
Total interest from all sources2010-12-31$35,881
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$401,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$401,373
Administrative expenses professional fees incurred2010-12-31$59,719
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,186,255
Participant contributions at end of year2010-12-31$930,636
Participant contributions at beginning of year2010-12-31$822,159
Participant contributions at beginning of year2010-12-31$7,607
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,987,398
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,550,683
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,563,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,834,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,479,411
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$373,078
Interest on participant loans2010-12-31$33,691
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,917,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,099,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,099,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,446,910
Net investment gain/loss from pooled separate accounts2010-12-31$15,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,405,866
Employer contributions (assets) at end of year2010-12-31$867,444
Employer contributions (assets) at beginning of year2010-12-31$781,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$424,184
Contract administrator fees2010-12-31$22,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2010-12-31431126847

Form 5500 Responses for SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-00513
Policy instance 1
Insurance contract or identification number8-00513
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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