HOFFMAN, STEWART & SCHMIDT, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-08-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 64 |
Number of retired or separated participants receiving benefits | 2022-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 15 |
Total of all active and inactive participants | 2022-08-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-08-01 | 0 |
Total participants | 2022-08-01 | 79 |
Number of participants with account balances | 2022-08-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-08-01 | 5 |
2021: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-08-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 59 |
Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 19 |
Total of all active and inactive participants | 2021-08-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 0 |
Total participants | 2021-08-01 | 78 |
Number of participants with account balances | 2021-08-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 6 |
2020: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-08-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 52 |
Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 16 |
Total of all active and inactive participants | 2020-08-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
Total participants | 2020-08-01 | 68 |
Number of participants with account balances | 2020-08-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 5 |
2019: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-08-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 52 |
Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 15 |
Total of all active and inactive participants | 2019-08-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 0 |
Total participants | 2019-08-01 | 67 |
Number of participants with account balances | 2019-08-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 4 |
2018: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-08-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 47 |
Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 13 |
Total of all active and inactive participants | 2018-08-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
Total participants | 2018-08-01 | 60 |
Number of participants with account balances | 2018-08-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 5 |
2017: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-08-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 54 |
Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 8 |
Total of all active and inactive participants | 2017-08-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
Total participants | 2017-08-01 | 62 |
Number of participants with account balances | 2017-08-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 2 |
2016: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-08-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 46 |
Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 7 |
Total of all active and inactive participants | 2016-08-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
Total participants | 2016-08-01 | 53 |
Number of participants with account balances | 2016-08-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
2015: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-08-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 45 |
Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 7 |
Total of all active and inactive participants | 2015-08-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
Total participants | 2015-08-01 | 52 |
Number of participants with account balances | 2015-08-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 2 |
2014: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-08-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 46 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 6 |
Total of all active and inactive participants | 2014-08-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
Total participants | 2014-08-01 | 52 |
Number of participants with account balances | 2014-08-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 1 |
2013: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-08-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 42 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 6 |
Total of all active and inactive participants | 2013-08-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
Total participants | 2013-08-01 | 48 |
Number of participants with account balances | 2013-08-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 4 |
2012: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-08-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 39 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 4 |
Total of all active and inactive participants | 2012-08-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
Total participants | 2012-08-01 | 43 |
Number of participants with account balances | 2012-08-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
2011: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-08-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 36 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 13 |
Total of all active and inactive participants | 2011-08-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
Total participants | 2011-08-01 | 49 |
Number of participants with account balances | 2011-08-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 3 |
Measure | Date | Value |
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2023 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-07-31 | $0 |
Total plan liabilities at end of year | 2023-07-31 | $0 |
Total plan liabilities at beginning of year | 2023-07-31 | $0 |
Total income from all sources | 2023-07-31 | $2,528,858 |
Expenses. Total of all expenses incurred | 2023-07-31 | $933,493 |
Benefits paid (including direct rollovers) | 2023-07-31 | $912,318 |
Total plan assets at end of year | 2023-07-31 | $14,522,195 |
Total plan assets at beginning of year | 2023-07-31 | $12,926,830 |
Value of fidelity bond covering the plan | 2023-07-31 | $500,000 |
Assets. Value of tangible personal property | 2023-07-31 | $0 |
Total contributions received or receivable from participants | 2023-07-31 | $558,786 |
Assets. Value of loans (other than to participants) | 2023-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-07-31 | $126,274 |
Other income received | 2023-07-31 | $1,398,196 |
Noncash contributions received | 2023-07-31 | $0 |
Net income (gross income less expenses) | 2023-07-31 | $1,595,365 |
Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $14,522,195 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $12,926,830 |
Assets. Value of participant loans | 2023-07-31 | $7,450 |
Assets. Value of assets in partnership/joint-venture interests | 2023-07-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-07-31 | $0 |
Assets. Value of employer securities | 2023-07-31 | $0 |
Assets. Value of employer real property | 2023-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-07-31 | $445,602 |
Value of certain deemed distributions of participant loans | 2023-07-31 | $0 |
Value of corrective distributions | 2023-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-07-31 | $21,175 |
2022 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-07-31 | $0 |
Total plan liabilities at end of year | 2022-07-31 | $0 |
Total plan liabilities at beginning of year | 2022-07-31 | $0 |
Total income from all sources | 2022-07-31 | $-588,080 |
Expenses. Total of all expenses incurred | 2022-07-31 | $103,498 |
Benefits paid (including direct rollovers) | 2022-07-31 | $72,626 |
Total plan assets at end of year | 2022-07-31 | $12,926,830 |
Total plan assets at beginning of year | 2022-07-31 | $13,618,408 |
Value of fidelity bond covering the plan | 2022-07-31 | $500,000 |
Assets. Value of tangible personal property | 2022-07-31 | $0 |
Total contributions received or receivable from participants | 2022-07-31 | $671,929 |
Assets. Value of loans (other than to participants) | 2022-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-07-31 | $17,444 |
Other income received | 2022-07-31 | $-1,678,971 |
Noncash contributions received | 2022-07-31 | $0 |
Net income (gross income less expenses) | 2022-07-31 | $-691,578 |
Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $12,926,830 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $13,618,408 |
Assets. Value of participant loans | 2022-07-31 | $12,368 |
Assets. Value of assets in partnership/joint-venture interests | 2022-07-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-07-31 | $0 |
Assets. Value of employer securities | 2022-07-31 | $0 |
Assets. Value of employer real property | 2022-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-07-31 | $401,518 |
Value of certain deemed distributions of participant loans | 2022-07-31 | $0 |
Value of corrective distributions | 2022-07-31 | $7,455 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $23,417 |
2021 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-07-31 | $0 |
Total plan liabilities at end of year | 2021-07-31 | $0 |
Total plan liabilities at beginning of year | 2021-07-31 | $0 |
Total income from all sources | 2021-07-31 | $3,741,348 |
Expenses. Total of all expenses incurred | 2021-07-31 | $248,262 |
Benefits paid (including direct rollovers) | 2021-07-31 | $229,939 |
Total plan assets at end of year | 2021-07-31 | $13,618,408 |
Total plan assets at beginning of year | 2021-07-31 | $10,125,322 |
Value of fidelity bond covering the plan | 2021-07-31 | $500,000 |
Assets. Value of tangible personal property | 2021-07-31 | $0 |
Total contributions received or receivable from participants | 2021-07-31 | $511,551 |
Assets. Value of loans (other than to participants) | 2021-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-07-31 | $134,948 |
Other income received | 2021-07-31 | $3,031,117 |
Noncash contributions received | 2021-07-31 | $0 |
Net income (gross income less expenses) | 2021-07-31 | $3,493,086 |
Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $13,618,408 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $10,125,322 |
Assets. Value of participant loans | 2021-07-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-07-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-07-31 | $0 |
Assets. Value of employer securities | 2021-07-31 | $0 |
Assets. Value of employer real property | 2021-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-07-31 | $63,732 |
Value of certain deemed distributions of participant loans | 2021-07-31 | $0 |
Value of corrective distributions | 2021-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $18,323 |
2020 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-07-31 | $0 |
Total plan liabilities at end of year | 2020-07-31 | $0 |
Total plan liabilities at beginning of year | 2020-07-31 | $0 |
Total income from all sources | 2020-07-31 | $1,594,915 |
Expenses. Total of all expenses incurred | 2020-07-31 | $163,076 |
Benefits paid (including direct rollovers) | 2020-07-31 | $133,398 |
Total plan assets at end of year | 2020-07-31 | $10,125,322 |
Total plan assets at beginning of year | 2020-07-31 | $8,693,483 |
Value of fidelity bond covering the plan | 2020-07-31 | $500,000 |
Assets. Value of tangible personal property | 2020-07-31 | $0 |
Total contributions received or receivable from participants | 2020-07-31 | $423,729 |
Assets. Value of loans (other than to participants) | 2020-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-07-31 | $2,326 |
Other income received | 2020-07-31 | $502,422 |
Noncash contributions received | 2020-07-31 | $0 |
Net income (gross income less expenses) | 2020-07-31 | $1,431,839 |
Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $10,125,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $8,693,483 |
Assets. Value of participant loans | 2020-07-31 | $0 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-07-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-07-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-07-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-07-31 | $0 |
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 | 2020-07-31 | $0 |
Assets. Value of employer securities | 2020-07-31 | $0 |
Assets. Value of employer real property | 2020-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-07-31 | $666,438 |
Value of certain deemed distributions of participant loans | 2020-07-31 | $0 |
Value of corrective distributions | 2020-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $29,678 |
2019 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-07-31 | $0 |
Total plan liabilities at end of year | 2019-07-31 | $0 |
Total plan liabilities at beginning of year | 2019-07-31 | $0 |
Total income from all sources | 2019-07-31 | $1,130,548 |
Expenses. Total of all expenses incurred | 2019-07-31 | $142,278 |
Benefits paid (including direct rollovers) | 2019-07-31 | $100,318 |
Total plan assets at end of year | 2019-07-31 | $8,693,483 |
Total plan assets at beginning of year | 2019-07-31 | $7,705,213 |
Value of fidelity bond covering the plan | 2019-07-31 | $500,000 |
Total contributions received or receivable from participants | 2019-07-31 | $396,785 |
Expenses. Other expenses not covered elsewhere | 2019-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-07-31 | $1,238 |
Other income received | 2019-07-31 | $421,845 |
Noncash contributions received | 2019-07-31 | $0 |
Net income (gross income less expenses) | 2019-07-31 | $988,270 |
Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $8,693,483 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $7,705,213 |
Assets. Value of participant loans | 2019-07-31 | $22,796 |
Total contributions received or receivable from employer(s) | 2019-07-31 | $310,680 |
Value of certain deemed distributions of participant loans | 2019-07-31 | $0 |
Value of corrective distributions | 2019-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $41,960 |
2018 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-07-31 | $0 |
Total plan liabilities at end of year | 2018-07-31 | $0 |
Total plan liabilities at beginning of year | 2018-07-31 | $0 |
Total income from all sources | 2018-07-31 | $1,420,293 |
Expenses. Total of all expenses incurred | 2018-07-31 | $258,770 |
Benefits paid (including direct rollovers) | 2018-07-31 | $217,525 |
Total plan assets at end of year | 2018-07-31 | $7,705,213 |
Total plan assets at beginning of year | 2018-07-31 | $6,543,690 |
Value of fidelity bond covering the plan | 2018-07-31 | $500,000 |
Total contributions received or receivable from participants | 2018-07-31 | $291,510 |
Expenses. Other expenses not covered elsewhere | 2018-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-07-31 | $0 |
Other income received | 2018-07-31 | $831,058 |
Noncash contributions received | 2018-07-31 | $0 |
Net income (gross income less expenses) | 2018-07-31 | $1,161,523 |
Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $7,705,213 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $6,543,690 |
Assets. Value of participant loans | 2018-07-31 | $41,312 |
Total contributions received or receivable from employer(s) | 2018-07-31 | $297,725 |
Value of certain deemed distributions of participant loans | 2018-07-31 | $0 |
Value of corrective distributions | 2018-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $41,245 |
2017 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-07-31 | $0 |
Total plan liabilities at end of year | 2017-07-31 | $0 |
Total plan liabilities at beginning of year | 2017-07-31 | $0 |
Total income from all sources | 2017-07-31 | $1,440,720 |
Expenses. Total of all expenses incurred | 2017-07-31 | $136,071 |
Benefits paid (including direct rollovers) | 2017-07-31 | $103,620 |
Total plan assets at end of year | 2017-07-31 | $6,543,690 |
Total plan assets at beginning of year | 2017-07-31 | $5,239,041 |
Value of fidelity bond covering the plan | 2017-07-31 | $500,000 |
Total contributions received or receivable from participants | 2017-07-31 | $370,821 |
Expenses. Other expenses not covered elsewhere | 2017-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-07-31 | $50,046 |
Other income received | 2017-07-31 | $765,749 |
Noncash contributions received | 2017-07-31 | $0 |
Net income (gross income less expenses) | 2017-07-31 | $1,304,649 |
Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $6,543,690 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $5,239,041 |
Assets. Value of participant loans | 2017-07-31 | $34,461 |
Total contributions received or receivable from employer(s) | 2017-07-31 | $254,104 |
Value of certain deemed distributions of participant loans | 2017-07-31 | $0 |
Value of corrective distributions | 2017-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $32,451 |
2016 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-07-31 | $0 |
Total plan liabilities at end of year | 2016-07-31 | $0 |
Total plan liabilities at beginning of year | 2016-07-31 | $0 |
Total income from all sources | 2016-07-31 | $778,581 |
Expenses. Total of all expenses incurred | 2016-07-31 | $843,573 |
Benefits paid (including direct rollovers) | 2016-07-31 | $817,198 |
Total plan assets at end of year | 2016-07-31 | $5,239,041 |
Total plan assets at beginning of year | 2016-07-31 | $5,304,033 |
Value of fidelity bond covering the plan | 2016-07-31 | $500,000 |
Total contributions received or receivable from participants | 2016-07-31 | $390,624 |
Expenses. Other expenses not covered elsewhere | 2016-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-07-31 | $0 |
Other income received | 2016-07-31 | $138,519 |
Noncash contributions received | 2016-07-31 | $0 |
Net income (gross income less expenses) | 2016-07-31 | $-64,992 |
Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $5,239,041 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $5,304,033 |
Assets. Value of participant loans | 2016-07-31 | $41,193 |
Total contributions received or receivable from employer(s) | 2016-07-31 | $249,438 |
Value of certain deemed distributions of participant loans | 2016-07-31 | $0 |
Value of corrective distributions | 2016-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $26,375 |
2015 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-07-31 | $0 |
Total plan liabilities at end of year | 2015-07-31 | $0 |
Total plan liabilities at beginning of year | 2015-07-31 | $0 |
Total income from all sources | 2015-07-31 | $1,052,000 |
Expenses. Total of all expenses incurred | 2015-07-31 | $1,254,682 |
Benefits paid (including direct rollovers) | 2015-07-31 | $1,224,831 |
Total plan assets at end of year | 2015-07-31 | $5,304,033 |
Total plan assets at beginning of year | 2015-07-31 | $5,506,715 |
Value of fidelity bond covering the plan | 2015-07-31 | $500,000 |
Total contributions received or receivable from participants | 2015-07-31 | $319,795 |
Expenses. Other expenses not covered elsewhere | 2015-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-07-31 | $43,177 |
Other income received | 2015-07-31 | $423,697 |
Noncash contributions received | 2015-07-31 | $0 |
Net income (gross income less expenses) | 2015-07-31 | $-202,682 |
Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $5,304,033 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $5,506,715 |
Assets. Value of participant loans | 2015-07-31 | $45,688 |
Total contributions received or receivable from employer(s) | 2015-07-31 | $265,331 |
Value of certain deemed distributions of participant loans | 2015-07-31 | $0 |
Value of corrective distributions | 2015-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $29,851 |
2014 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-07-31 | $0 |
Total plan liabilities at end of year | 2014-07-31 | $0 |
Total income from all sources | 2014-07-31 | $1,175,609 |
Expenses. Total of all expenses incurred | 2014-07-31 | $2,472,031 |
Benefits paid (including direct rollovers) | 2014-07-31 | $2,438,205 |
Total plan assets at end of year | 2014-07-31 | $5,506,715 |
Total plan assets at beginning of year | 2014-07-31 | $6,803,137 |
Value of fidelity bond covering the plan | 2014-07-31 | $500,000 |
Total contributions received or receivable from participants | 2014-07-31 | $291,616 |
Expenses. Other expenses not covered elsewhere | 2014-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-07-31 | $0 |
Other income received | 2014-07-31 | $680,585 |
Noncash contributions received | 2014-07-31 | $0 |
Net income (gross income less expenses) | 2014-07-31 | $-1,296,422 |
Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $5,506,715 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $6,803,137 |
Assets. Value of participant loans | 2014-07-31 | $17,316 |
Total contributions received or receivable from employer(s) | 2014-07-31 | $203,408 |
Value of certain deemed distributions of participant loans | 2014-07-31 | $0 |
Value of corrective distributions | 2014-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $33,826 |
2013 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-07-31 | $1,367,643 |
Expenses. Total of all expenses incurred | 2013-07-31 | $59,187 |
Benefits paid (including direct rollovers) | 2013-07-31 | $20,924 |
Total plan assets at end of year | 2013-07-31 | $6,803,137 |
Total plan assets at beginning of year | 2013-07-31 | $5,494,681 |
Value of fidelity bond covering the plan | 2013-07-31 | $500,000 |
Total contributions received or receivable from participants | 2013-07-31 | $332,140 |
Contributions received from other sources (not participants or employers) | 2013-07-31 | $5,814 |
Other income received | 2013-07-31 | $814,931 |
Net income (gross income less expenses) | 2013-07-31 | $1,308,456 |
Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $6,803,137 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $5,494,681 |
Assets. Value of participant loans | 2013-07-31 | $20,415 |
Total contributions received or receivable from employer(s) | 2013-07-31 | $214,758 |
Value of corrective distributions | 2013-07-31 | $5,431 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $32,832 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
2012 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Transfers to/from the plan | 2012-07-31 | $3,523,092 |
Total income from all sources | 2012-07-31 | $489,876 |
Expenses. Total of all expenses incurred | 2012-07-31 | $1,461,949 |
Benefits paid (including direct rollovers) | 2012-07-31 | $1,436,676 |
Total plan assets at end of year | 2012-07-31 | $5,494,681 |
Total plan assets at beginning of year | 2012-07-31 | $2,943,662 |
Value of fidelity bond covering the plan | 2012-07-31 | $500,000 |
Total contributions received or receivable from participants | 2012-07-31 | $209,614 |
Other income received | 2012-07-31 | $280,157 |
Net income (gross income less expenses) | 2012-07-31 | $-972,073 |
Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $5,494,681 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $2,943,662 |
Assets. Value of participant loans | 2012-07-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2012-07-31 | $105 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $25,273 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
2022: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-08-01 | Type of plan entity | Single employer plan |
2022-08-01 | This submission is the final filing | No |
2022-08-01 | Plan is a collectively bargained plan | No |
2022-08-01 | Plan funding arrangement – Trust | Yes |
2022-08-01 | Plan benefit arrangement - Trust | Yes |
2021: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-08-01 | Type of plan entity | Single employer plan |
2021-08-01 | This submission is the final filing | No |
2021-08-01 | Plan is a collectively bargained plan | No |
2021-08-01 | Plan funding arrangement – Trust | Yes |
2021-08-01 | Plan benefit arrangement - Trust | Yes |
2020: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-08-01 | Type of plan entity | Single employer plan |
2020-08-01 | This submission is the final filing | No |
2020-08-01 | Plan is a collectively bargained plan | No |
2020-08-01 | Plan funding arrangement – Trust | Yes |
2020-08-01 | Plan benefit arrangement - Trust | Yes |
2019: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-08-01 | Type of plan entity | Single employer plan |
2019-08-01 | This submission is the final filing | No |
2019-08-01 | Plan funding arrangement – Trust | Yes |
2019-08-01 | Plan benefit arrangement - Trust | Yes |
2018: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-08-01 | Type of plan entity | Single employer plan |
2018-08-01 | Submission has been amended | No |
2018-08-01 | This submission is the final filing | No |
2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-08-01 | Plan is a collectively bargained plan | No |
2018-08-01 | Plan funding arrangement – Trust | Yes |
2018-08-01 | Plan benefit arrangement - Trust | Yes |
2017: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-08-01 | Type of plan entity | Single employer plan |
2017-08-01 | Submission has been amended | No |
2017-08-01 | This submission is the final filing | No |
2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-08-01 | Plan is a collectively bargained plan | No |
2017-08-01 | Plan funding arrangement – Trust | Yes |
2017-08-01 | Plan benefit arrangement - Trust | Yes |
2016: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | Submission has been amended | No |
2016-08-01 | This submission is the final filing | No |
2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-08-01 | Plan is a collectively bargained plan | No |
2016-08-01 | Plan funding arrangement – Trust | Yes |
2016-08-01 | Plan benefit arrangement - Trust | Yes |
2015: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Submission has been amended | No |
2015-08-01 | This submission is the final filing | No |
2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-08-01 | Plan is a collectively bargained plan | No |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Submission has been amended | No |
2014-08-01 | This submission is the final filing | No |
2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-08-01 | Plan is a collectively bargained plan | No |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Submission has been amended | No |
2013-08-01 | This submission is the final filing | No |
2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-08-01 | Plan is a collectively bargained plan | No |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Submission has been amended | No |
2012-08-01 | This submission is the final filing | No |
2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Submission has been amended | No |
2011-08-01 | This submission is the final filing | No |
2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-08-01 | Plan funding arrangement – Insurance | Yes |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement – Insurance | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |