SCHMUESER & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J)
401k plan membership statisitcs for SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J)
| Measure | Date | Value |
|---|
| 2021: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 11 |
| Total of all active and inactive participants | 2021-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 23 |
| Number of participants with account balances | 2021-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 16 |
| Total of all active and inactive participants | 2020-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 30 |
| Number of participants with account balances | 2020-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
| Total of all active and inactive participants | 2019-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 50 |
| Number of participants with account balances | 2019-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
| Total of all active and inactive participants | 2018-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 58 |
| Number of participants with account balances | 2018-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 70 |
| Number of participants with account balances | 2017-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 50 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 12 |
| Total of all active and inactive participants | 2016-06-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
| Total participants | 2016-06-01 | 62 |
| Number of participants with account balances | 2016-06-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 0 |
| 2015: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 41 |
| Number of retired or separated participants receiving benefits | 2015-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 12 |
| Total of all active and inactive participants | 2015-06-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 0 |
| Total participants | 2015-06-01 | 53 |
| Number of participants with account balances | 2015-06-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $174,280 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $952,869 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $947,597 |
| Total plan assets at end of year | 2021-12-31 | $879,277 |
| Total plan assets at beginning of year | 2021-12-31 | $1,657,866 |
| Value of fidelity bond covering the plan | 2021-12-31 | $284,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $22,108 |
| Other income received | 2021-12-31 | $152,172 |
| Net income (gross income less expenses) | 2021-12-31 | $-778,589 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $879,277 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,657,866 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,272 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $364,690 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $362,090 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $357,633 |
| Total plan assets at end of year | 2020-12-31 | $1,657,866 |
| Total plan assets at beginning of year | 2020-12-31 | $1,655,266 |
| Value of fidelity bond covering the plan | 2020-12-31 | $284,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $66,231 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $3,546 |
| Other income received | 2020-12-31 | $294,913 |
| Net income (gross income less expenses) | 2020-12-31 | $2,600 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,657,866 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,655,266 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,457 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $454,473 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $793,700 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $787,636 |
| Total plan assets at end of year | 2019-12-31 | $1,655,266 |
| Total plan assets at beginning of year | 2019-12-31 | $1,994,493 |
| Value of fidelity bond covering the plan | 2019-12-31 | $284,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $115,919 |
| Other income received | 2019-12-31 | $338,554 |
| Net income (gross income less expenses) | 2019-12-31 | $-339,227 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,655,266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,994,493 |
| Assets. Value of participant loans | 2019-12-31 | $3,926 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,064 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-1,090 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $50,094 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $44,496 |
| Total plan assets at end of year | 2018-12-31 | $1,994,493 |
| Total plan assets at beginning of year | 2018-12-31 | $2,045,677 |
| Value of fidelity bond covering the plan | 2018-12-31 | $284,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $124,452 |
| Other income received | 2018-12-31 | $-125,542 |
| Net income (gross income less expenses) | 2018-12-31 | $-51,184 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,994,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,045,677 |
| Assets. Value of participant loans | 2018-12-31 | $49,745 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,598 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $457,299 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $150,288 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $141,683 |
| Total plan assets at end of year | 2017-12-31 | $2,045,677 |
| Total plan assets at beginning of year | 2017-12-31 | $1,738,666 |
| Value of fidelity bond covering the plan | 2017-12-31 | $284,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $138,072 |
| Other income received | 2017-12-31 | $295,452 |
| Net income (gross income less expenses) | 2017-12-31 | $307,011 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,045,677 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,738,666 |
| Assets. Value of participant loans | 2017-12-31 | $85,276 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $23,775 |
| Value of corrective distributions | 2017-12-31 | $4,828 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,777 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $183,540 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $85,624 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $84,468 |
| Total plan assets at end of year | 2016-12-31 | $1,738,666 |
| Total plan assets at beginning of year | 2016-12-31 | $1,640,750 |
| Value of fidelity bond covering the plan | 2016-12-31 | $156,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $80,809 |
| Other income received | 2016-12-31 | $80,851 |
| Net income (gross income less expenses) | 2016-12-31 | $97,916 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,738,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,640,750 |
| Assets. Value of participant loans | 2016-12-31 | $118,365 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $21,880 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,156 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Transfers to/from the plan | 2016-05-31 | $-42,075 |
| Total income from all sources | 2016-05-31 | $92,176 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $257,118 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $248,519 |
| Total plan assets at end of year | 2016-05-31 | $1,640,750 |
| Total plan assets at beginning of year | 2016-05-31 | $1,847,767 |
| Value of fidelity bond covering the plan | 2016-05-31 | $156,000 |
| Total contributions received or receivable from participants | 2016-05-31 | $108,739 |
| Expenses. Other expenses not covered elsewhere | 2016-05-31 | $376 |
| Other income received | 2016-05-31 | $-39,268 |
| Net income (gross income less expenses) | 2016-05-31 | $-164,942 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $1,640,750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $1,847,767 |
| Assets. Value of participant loans | 2016-05-31 | $131,933 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-05-31 | $11,467 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $22,705 |
| Value of corrective distributions | 2016-05-31 | $8,223 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
| 2021: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Submission has been amended | No |
| 2016-06-01 | This submission is the final filing | No |
| 2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-06-01 | Plan is a collectively bargained plan | No |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (A-J) 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Submission has been amended | No |
| 2015-06-01 | This submission is the final filing | No |
| 2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-06-01 | Plan is a collectively bargained plan | No |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
