| Plan Name | SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SCHELLMAN & COMPANY, LLC |
| Employer identification number (EIN): | 731639753 |
| NAIC Classification: | 541519 |
| NAIC Description: | Other Computer Related Services |
Additional information about SCHELLMAN & COMPANY, LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2009-09-14 |
| Company Identification Number: | 0801170195 |
| Legal Registered Office Address: |
4010 W BOY SCOUT BLVD STE 600 TAMPA United States of America (USA) 33607 |
More information about SCHELLMAN & COMPANY, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | CARRIE DAVIS | 2022-10-14 | ||
| 001 | 2020-01-01 | PJ SHEIL | 2021-10-11 | ||
| 001 | 2019-01-01 | PJ SHEIL | 2020-09-30 | ||
| 001 | 2018-01-01 | PJ SHEIL | 2019-10-09 | ||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | MICHAEL MCKEOWN | |||
| 001 | 2013-01-01 | MICHAEL MCKEOWN | |||
| 001 | 2012-01-01 | MICHAEL MCKEOWN | |||
| 001 | 2011-01-01 | MICHAEL MCKEOWN | |||
| 001 | 2010-01-01 | MICHAEL MCKEOWN | MICHAEL MCKEOWN | 2011-10-16 | |
| 001 | 2009-01-01 | MICHAEL MCKEOWN | MICHAEL MCKEOWN | 2010-10-07 |
| Measure | Date | Value |
|---|---|---|
| 2021 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $13,944,902 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $3,546,784 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,438,397 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,054,893 |
| Value of total assets at end of year | 2021-12-31 | $47,129,273 |
| Value of total assets at beginning of year | 2021-12-31 | $36,731,155 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $108,387 |
| Total interest from all sources | 2021-12-31 | $11,761 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Administrative expenses professional fees incurred | 2021-12-31 | $108,387 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $3,676,470 |
| Participant contributions at end of year | 2021-12-31 | $240,178 |
| Participant contributions at beginning of year | 2021-12-31 | $178,360 |
| Participant contributions at end of year | 2021-12-31 | $110,634 |
| Participant contributions at beginning of year | 2021-12-31 | $87,932 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,028,822 |
| Total non interest bearing cash at end of year | 2021-12-31 | $91,850 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $16,744 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $10,398,118 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $47,129,273 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $36,731,155 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $46,583,121 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $36,370,492 |
| Interest on participant loans | 2021-12-31 | $11,761 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $5,878,248 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,349,601 |
| Employer contributions (assets) at end of year | 2021-12-31 | $103,490 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $77,627 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,438,397 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | SPOOR BUNCH FRANZ |
| Accountancy firm EIN | 2021-12-31 | 364818378 |
| 2020 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 | $12,244,566 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $693,114 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $591,112 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,516,607 |
| Value of total assets at end of year | 2020-12-31 | $36,731,155 |
| Value of total assets at beginning of year | 2020-12-31 | $25,179,703 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $99,002 |
| Total interest from all sources | 2020-12-31 | $9,776 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $3,120,495 |
| Participant contributions at end of year | 2020-12-31 | $178,360 |
| Participant contributions at beginning of year | 2020-12-31 | $159,742 |
| Participant contributions at end of year | 2020-12-31 | $87,932 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $610,007 |
| Total non interest bearing cash at end of year | 2020-12-31 | $16,744 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $14,773 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $11,551,452 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $36,731,155 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,179,703 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $1,285 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $36,370,492 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $25,005,188 |
| Interest on participant loans | 2020-12-31 | $9,776 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,718,183 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $2,786,105 |
| Employer contributions (assets) at end of year | 2020-12-31 | $77,627 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $591,112 |
| Contract administrator fees | 2020-12-31 | $97,717 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | SPOOR BUNCH FRANZ |
| Accountancy firm EIN | 2020-12-31 | 364818378 |
| 2019 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $9,454,547 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $432,988 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $382,736 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $7,231 |
| Value of total corrective distributions | 2019-12-31 | $2,700 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,121,317 |
| Value of total assets at end of year | 2019-12-31 | $25,179,703 |
| Value of total assets at beginning of year | 2019-12-31 | $16,158,144 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $40,321 |
| Total interest from all sources | 2019-12-31 | $9,287 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $2,458,517 |
| Participant contributions at end of year | 2019-12-31 | $159,742 |
| Participant contributions at beginning of year | 2019-12-31 | $163,358 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $428,284 |
| Total non interest bearing cash at end of year | 2019-12-31 | $14,773 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $822 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $9,021,559 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,179,703 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,158,144 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $961 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $25,005,188 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $15,993,964 |
| Interest on participant loans | 2019-12-31 | $9,287 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $4,323,943 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $2,234,516 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $382,736 |
| Contract administrator fees | 2019-12-31 | $39,360 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SPOOR BUNCH FRANZ |
| Accountancy firm EIN | 2019-12-31 | 364818378 |
| 2018 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $2,690,486 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $624,979 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $592,929 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $30,225 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,906,436 |
| Value of total assets at end of year | 2018-12-31 | $16,158,144 |
| Value of total assets at beginning of year | 2018-12-31 | $14,092,637 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,825 |
| Total interest from all sources | 2018-12-31 | $9,750 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Administrative expenses professional fees incurred | 2018-12-31 | $314 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,944,065 |
| Participant contributions at end of year | 2018-12-31 | $163,358 |
| Participant contributions at beginning of year | 2018-12-31 | $242,379 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $179,588 |
| Total non interest bearing cash at end of year | 2018-12-31 | $822 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $2,065,507 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $16,158,144 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,092,637 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $15,993,964 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $13,850,258 |
| Interest on participant loans | 2018-12-31 | $9,750 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,225,700 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,782,783 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $592,929 |
| Contract administrator fees | 2018-12-31 | $1,511 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | SPOOR BUNCH FRANZ |
| Accountancy firm EIN | 2018-12-31 | 364818378 |
| 2017 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $4,754,704 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $317,985 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $306,949 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $7,186 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,726,900 |
| Value of total assets at end of year | 2017-12-31 | $14,092,637 |
| Value of total assets at beginning of year | 2017-12-31 | $9,655,918 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,850 |
| Total interest from all sources | 2017-12-31 | $8,409 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Administrative expenses professional fees incurred | 2017-12-31 | $284 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $1,382,335 |
| Participant contributions at end of year | 2017-12-31 | $242,379 |
| Participant contributions at beginning of year | 2017-12-31 | $167,839 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $312,643 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $4,436,719 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $14,092,637 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,655,918 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $13,850,258 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $9,488,079 |
| Interest on participant loans | 2017-12-31 | $8,409 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $2,019,395 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,031,922 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $306,949 |
| Contract administrator fees | 2017-12-31 | $3,566 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | SPOOR BUNCH FRANZ |
| Accountancy firm EIN | 2017-12-31 | 364818378 |
| 2016 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $2,423,869 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $501,112 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $475,452 |
| Total plan assets at end of year | 2016-12-31 | $9,655,917 |
| Total plan assets at beginning of year | 2016-12-31 | $7,733,160 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $918,050 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $104,784 |
| Other income received | 2016-12-31 | $690,837 |
| Net income (gross income less expenses) | 2016-12-31 | $1,922,757 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,655,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,733,160 |
| Assets. Value of participant loans | 2016-12-31 | $167,839 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $710,198 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $24,207 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,453 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $1,416,615 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $507,300 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $506,560 |
| Total plan assets at end of year | 2015-12-31 | $7,733,160 |
| Total plan assets at beginning of year | 2015-12-31 | $6,823,845 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $779,956 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $229,173 |
| Other income received | 2015-12-31 | $-183,610 |
| Net income (gross income less expenses) | 2015-12-31 | $909,315 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,733,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,823,845 |
| Assets. Value of participant loans | 2015-12-31 | $74,586 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $591,096 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $740 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $1,475,073 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $317,097 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $316,148 |
| Total plan assets at end of year | 2014-12-31 | $6,823,845 |
| Total plan assets at beginning of year | 2014-12-31 | $5,665,869 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $619,098 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $45,474 |
| Other income received | 2014-12-31 | $337,540 |
| Net income (gross income less expenses) | 2014-12-31 | $1,157,976 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,823,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,665,869 |
| Assets. Value of participant loans | 2014-12-31 | $92,785 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $472,961 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $949 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $1,736,781 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $134,488 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $134,055 |
| Total plan assets at end of year | 2013-12-31 | $5,665,869 |
| Total plan assets at beginning of year | 2013-12-31 | $4,063,576 |
| Value of fidelity bond covering the plan | 2013-12-31 | $420,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $539,482 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $18,543 |
| Other income received | 2013-12-31 | $834,441 |
| Net income (gross income less expenses) | 2013-12-31 | $1,602,293 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,665,869 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,063,576 |
| Assets. Value of participant loans | 2013-12-31 | $118,012 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $344,315 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $433 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $1,179,252 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $306,027 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $283,524 |
| Total plan assets at end of year | 2012-12-31 | $4,063,576 |
| Total plan assets at beginning of year | 2012-12-31 | $3,190,351 |
| Value of fidelity bond covering the plan | 2012-12-31 | $270,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $407,234 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $36,460 |
| Other income received | 2012-12-31 | $416,798 |
| Net income (gross income less expenses) | 2012-12-31 | $873,225 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,063,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,190,351 |
| Assets. Value of participant loans | 2012-12-31 | $122,449 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $318,760 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $22,061 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $442 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $669,911 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $120,872 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $120,169 |
| Total plan assets at end of year | 2011-12-31 | $3,190,351 |
| Total plan assets at beginning of year | 2011-12-31 | $2,641,312 |
| Value of fidelity bond covering the plan | 2011-12-31 | $270,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $355,303 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $6,422 |
| Other income received | 2011-12-31 | $-88,046 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $549,039 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,190,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,641,312 |
| Assets. Value of participant loans | 2011-12-31 | $167,101 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $396,232 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $703 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $900,172 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $14,213 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $11,946 |
| Total plan assets at end of year | 2010-12-31 | $2,641,312 |
| Total plan assets at beginning of year | 2010-12-31 | $1,755,353 |
| Value of fidelity bond covering the plan | 2010-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $342,115 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $284,837 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $885,959 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,641,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,755,353 |
| Assets. Value of participant loans | 2010-12-31 | $134,044 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $273,220 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,267 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2021: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
|---|---|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – 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: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SCHELLMAN & COMPANY, LLC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 49285 |
| Policy instance | 1 |