401k Plan data: SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN plan

SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

SCHULTZ MILLER, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCHULTZ MILLER, INC.

Employer identification number (EIN): 911305929

NAIC Classification: 236110

Additional information about SCHULTZ MILLER, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1985-04-19

Company Identification Number: 600593872

Legal Registered Office Address: 145 THIRD AVE S STE 200

EDMONDS
United States of America (USA)
980200000

More information about SCHULTZ MILLER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 MARK LUNDBORG 2022-09-27 MARK LUNDBORG 2022-09-27
001 2020-01-01 MARK LUNDBORG 2021-07-22 MARK LUNDBORG 2021-07-22
001 2019-01-01 MARK LUNDBORG 2020-10-12 MARK LUNDBORG 2020-10-12
001 2018-01-01 MARK LUNDBORG 2019-10-15 MARK LUNDBORG 2019-10-15
001 2017-01-01 PAUL VASSALLO 2018-10-09 PAUL VASSALLO 2018-10-09
001 2016-01-01 PAUL VASSALLO 2017-10-10 PAUL VASSALLO 2017-10-10
001 2015-01-01 TERRY MILLER 2016-10-10 TERRY MILLER 2016-10-10
001 2014-01-01 MARK LUNDBORG 2015-10-12 MARK LUNDBORG 2015-10-12
001 2013-01-01 TERRY MILLER 2014-10-13 TERRY MILLER 2014-10-13
001 2012-01-01 MARK LUNDBORG MARK LUNDBORG 2013-10-08
001 2011-01-01 MARK LUNDBORG MARK LUNDBORG 2012-10-15
001 2009-01-01 TERRY MILLER TERRY MILLER 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	MARK LUNDBORG	2022-09-27	MARK LUNDBORG	2022-09-27
001	2020-01-01	MARK LUNDBORG	2021-07-22	MARK LUNDBORG	2021-07-22
001	2019-01-01	MARK LUNDBORG	2020-10-12	MARK LUNDBORG	2020-10-12
001	2018-01-01	MARK LUNDBORG	2019-10-15	MARK LUNDBORG	2019-10-15
001	2017-01-01	PAUL VASSALLO	2018-10-09	PAUL VASSALLO	2018-10-09
001	2016-01-01	PAUL VASSALLO	2017-10-10	PAUL VASSALLO	2017-10-10
001	2015-01-01	TERRY MILLER	2016-10-10	TERRY MILLER	2016-10-10
001	2014-01-01	MARK LUNDBORG	2015-10-12	MARK LUNDBORG	2015-10-12
001	2013-01-01	TERRY MILLER	2014-10-13	TERRY MILLER	2014-10-13
001	2012-01-01	MARK LUNDBORG		MARK LUNDBORG	2013-10-08
001	2011-01-01	MARK LUNDBORG		MARK LUNDBORG	2012-10-15
001	2009-01-01	TERRY MILLER		TERRY MILLER	2010-07-27

Plan Statistics for SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 77
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 91
Number of participants with account balances 2012-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 84
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 114
Number of participants with account balances 2011-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 90
Number of retired or separated participants receiving benefits 2009-01-01 24
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 114
Number of participants with account balances 2009-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 21

Measure	Date	Value
2012: SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	77
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	91
Number of participants with account balances	2012-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	84
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	114
Number of participants with account balances	2011-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	90
Number of retired or separated participants receiving benefits	2009-01-01	24
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	114
Number of participants with account balances	2009-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	21

Financial Data on SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$550
Total income from all sources (including contributions)	2012-12-31	$1,374,286
Total of all expenses incurred	2012-12-31	$1,141,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,103,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$472,954
Value of total assets at end of year	2012-12-31	$7,698,907
Value of total assets at beginning of year	2012-12-31	$7,465,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$37,962
Total interest from all sources	2012-12-31	$9,968
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$260,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$260,416
Administrative expenses professional fees incurred	2012-12-31	$3,200
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$352,427
Participant contributions at end of year	2012-12-31	$193,298
Participant contributions at beginning of year	2012-12-31	$229,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$550
Administrative expenses (other) incurred	2012-12-31	$14,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$233,267
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,698,357
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,465,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$20,450
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,779,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,220,785
Interest on participant loans	2012-12-31	$9,968
Value of interest in common/collective trusts at end of year	2012-12-31	$655,686
Value of interest in common/collective trusts at beginning of year	2012-12-31	$928,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$60,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$59,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$59,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$621,996
Net investment gain or loss from common/collective trusts	2012-12-31	$8,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$120,527
Employer contributions (assets) at end of year	2012-12-31	$10,097
Employer contributions (assets) at beginning of year	2012-12-31	$26,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,103,057
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CHRIS BENNETT, CPA
Accountancy firm EIN	2012-12-31	911088177
2011 : SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
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	$484,154
Total of all expenses incurred	2011-12-31	$689,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$650,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$606,422
Value of total assets at end of year	2011-12-31	$7,465,090
Value of total assets at beginning of year	2011-12-31	$7,670,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$38,788
Total interest from all sources	2011-12-31	$11,890
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$254,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$254,888
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$420,723
Participant contributions at end of year	2011-12-31	$229,311
Participant contributions at beginning of year	2011-12-31	$188,655
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$13,614
Total non interest bearing cash at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$-205,625
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,465,090
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,670,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$25,174
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,220,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,662,054
Interest on participant loans	2011-12-31	$9,600
Value of interest in common/collective trusts at end of year	2011-12-31	$928,280
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$59,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$722,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$722,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$23,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-403,442
Net investment gain or loss from common/collective trusts	2011-12-31	$14,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$180,775
Employer contributions (assets) at end of year	2011-12-31	$26,990
Employer contributions (assets) at beginning of year	2011-12-31	$73,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$650,991
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CHRIS BENNETT, CPA
Accountancy firm EIN	2011-12-31	911088177
2010 : SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$1,518
Total income from all sources (including contributions)	2010-12-31	$1,415,215
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$180,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$153,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$622,242
Value of total assets at end of year	2010-12-31	$7,670,715
Value of total assets at beginning of year	2010-12-31	$6,437,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$26,956
Total interest from all sources	2010-12-31	$14,261
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$201,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$201,698
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$408,040
Participant contributions at end of year	2010-12-31	$188,655
Participant contributions at beginning of year	2010-12-31	$116,239
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$188
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,518
Other income not declared elsewhere	2010-12-31	$1,518
Administrative expenses (other) incurred	2010-12-31	$15,768
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$1,234,386
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,670,715
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,436,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$11,188
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,662,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,942,609
Interest on participant loans	2010-12-31	$8,500
Interest earned on other investments	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$722,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$5,761
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$23,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,173,701
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$500,745
Net investment gain/loss from pooled separate accounts	2010-12-31	$66,263
Net investment gain or loss from common/collective trusts	2010-12-31	$8,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$214,014
Employer contributions (assets) at end of year	2010-12-31	$73,271
Employer contributions (assets) at beginning of year	2010-12-31	$205,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$153,873
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CHRIS BENNETT, CPA
Accountancy firm EIN	2010-12-31	911088177

Form 5500 Responses for SCHULTZ MILLER, INC. 401(K) PROFIT SHARING PLAN

2012: SCHULTZ MILLER, INC. 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	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHULTZ MILLER, INC. 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SCHULTZ MILLER, INC. 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

937379-01

Policy instance

Insurance contract or identification number	937379-01
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

937379-01

Policy instance

Insurance contract or identification number	937379-01
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,419
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,419
Insurance broker organization code?	3
Insurance broker name	E J BOND

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Company Name:	SCHULTZ MILLER, INC.
Employer identification number (EIN):	911305929
NAIC Classification:	236110

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1985-04-19
Company Identification Number:	600593872
Legal Registered Office Address:	145 THIRD AVE S STE 200 EDMONDS United States of America (USA) 980200000