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HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN Benefits

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

HOFFMAN, STEWART & SCHMIDT, PC has sponsored the creation of one or more 401k plans.

Company Name:HOFFMAN, STEWART & SCHMIDT, PC
Employer identification number (EIN):930743240
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01
0012021-08-01
0012020-08-01
0012019-08-01
0012018-08-01
0012017-08-01ROBERT PRILL
0012016-08-01ROBERT PRILL
0012015-08-01ROBERT PRILL
0012014-08-01ROBERT PRILL
0012013-08-01ROBERT PRILL
0012012-08-01ROBERT PRILL ROBERT PRILL2013-10-25
0012011-08-01ROBERT PRILL ROBERT PRILL2013-05-13
0012010-08-01DONALD W SCHMIDT2012-02-29

Plan Statistics for 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
2022: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-0178
Total number of active participants reported on line 7a of the Form 55002022-08-0164
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-0115
Total of all active and inactive participants2022-08-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-08-010
Total participants2022-08-0179
Number of participants with account balances2022-08-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-08-015
2021: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-0168
Total number of active participants reported on line 7a of the Form 55002021-08-0159
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-0119
Total of all active and inactive participants2021-08-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-010
Total participants2021-08-0178
Number of participants with account balances2021-08-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-016
2020: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-0167
Total number of active participants reported on line 7a of the Form 55002020-08-0152
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-0116
Total of all active and inactive participants2020-08-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-010
Total participants2020-08-0168
Number of participants with account balances2020-08-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-015
2019: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-0160
Total number of active participants reported on line 7a of the Form 55002019-08-0152
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-0115
Total of all active and inactive participants2019-08-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-0167
Number of participants with account balances2019-08-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-014
2018: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-0162
Total number of active participants reported on line 7a of the Form 55002018-08-0147
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-0113
Total of all active and inactive participants2018-08-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-0160
Number of participants with account balances2018-08-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-015
2017: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-0153
Total number of active participants reported on line 7a of the Form 55002017-08-0154
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-018
Total of all active and inactive participants2017-08-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-0162
Number of participants with account balances2017-08-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-012
2016: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-0152
Total number of active participants reported on line 7a of the Form 55002016-08-0146
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-017
Total of all active and inactive participants2016-08-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-0153
Number of participants with account balances2016-08-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010
2015: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-0152
Total number of active participants reported on line 7a of the Form 55002015-08-0145
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-017
Total of all active and inactive participants2015-08-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-0152
Number of participants with account balances2015-08-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-012
2014: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-0148
Total number of active participants reported on line 7a of the Form 55002014-08-0146
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-016
Total of all active and inactive participants2014-08-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-0152
Number of participants with account balances2014-08-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-011
2013: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-0143
Total number of active participants reported on line 7a of the Form 55002013-08-0142
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-016
Total of all active and inactive participants2013-08-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-0148
Number of participants with account balances2013-08-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-014
2012: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0149
Total number of active participants reported on line 7a of the Form 55002012-08-0139
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-014
Total of all active and inactive participants2012-08-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-0143
Number of participants with account balances2012-08-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-0143
Total number of active participants reported on line 7a of the Form 55002011-08-0136
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-0113
Total of all active and inactive participants2011-08-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-0149
Number of participants with account balances2011-08-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-013

Financial Data on HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-07-31$0
Total plan liabilities at end of year2023-07-31$0
Total plan liabilities at beginning of year2023-07-31$0
Total income from all sources2023-07-31$2,528,858
Expenses. Total of all expenses incurred2023-07-31$933,493
Benefits paid (including direct rollovers)2023-07-31$912,318
Total plan assets at end of year2023-07-31$14,522,195
Total plan assets at beginning of year2023-07-31$12,926,830
Value of fidelity bond covering the plan2023-07-31$500,000
Assets. Value of tangible personal property2023-07-31$0
Total contributions received or receivable from participants2023-07-31$558,786
Assets. Value of loans (other than to participants)2023-07-31$0
Expenses. Other expenses not covered elsewhere2023-07-31$0
Contributions received from other sources (not participants or employers)2023-07-31$126,274
Other income received2023-07-31$1,398,196
Noncash contributions received2023-07-31$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 loans2023-07-31$7,450
Assets. Value of assets in partnership/joint-venture interests2023-07-31$0
Assets. Value of real-estate (other than employer real property)2023-07-31$0
Assets. Value of employer securities2023-07-31$0
Assets. Value of employer real property2023-07-31$0
Total contributions received or receivable from employer(s)2023-07-31$445,602
Value of certain deemed distributions of participant loans2023-07-31$0
Value of corrective distributions2023-07-31$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
Transfers to/from the plan2022-07-31$0
Total plan liabilities at end of year2022-07-31$0
Total plan liabilities at beginning of year2022-07-31$0
Total income from all sources2022-07-31$-588,080
Expenses. Total of all expenses incurred2022-07-31$103,498
Benefits paid (including direct rollovers)2022-07-31$72,626
Total plan assets at end of year2022-07-31$12,926,830
Total plan assets at beginning of year2022-07-31$13,618,408
Value of fidelity bond covering the plan2022-07-31$500,000
Assets. Value of tangible personal property2022-07-31$0
Total contributions received or receivable from participants2022-07-31$671,929
Assets. Value of loans (other than to participants)2022-07-31$0
Expenses. Other expenses not covered elsewhere2022-07-31$0
Contributions received from other sources (not participants or employers)2022-07-31$17,444
Other income received2022-07-31$-1,678,971
Noncash contributions received2022-07-31$0
Net income (gross income less expenses)2022-07-31$-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 loans2022-07-31$12,368
Assets. Value of assets in partnership/joint-venture interests2022-07-31$0
Assets. Value of real-estate (other than employer real property)2022-07-31$0
Assets. Value of employer securities2022-07-31$0
Assets. Value of employer real property2022-07-31$0
Total contributions received or receivable from employer(s)2022-07-31$401,518
Value of certain deemed distributions of participant loans2022-07-31$0
Value of corrective distributions2022-07-31$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
Transfers to/from the plan2021-07-31$0
Total plan liabilities at end of year2021-07-31$0
Total plan liabilities at beginning of year2021-07-31$0
Total income from all sources2021-07-31$3,741,348
Expenses. Total of all expenses incurred2021-07-31$248,262
Benefits paid (including direct rollovers)2021-07-31$229,939
Total plan assets at end of year2021-07-31$13,618,408
Total plan assets at beginning of year2021-07-31$10,125,322
Value of fidelity bond covering the plan2021-07-31$500,000
Assets. Value of tangible personal property2021-07-31$0
Total contributions received or receivable from participants2021-07-31$511,551
Assets. Value of loans (other than to participants)2021-07-31$0
Expenses. Other expenses not covered elsewhere2021-07-31$0
Contributions received from other sources (not participants or employers)2021-07-31$134,948
Other income received2021-07-31$3,031,117
Noncash contributions received2021-07-31$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 loans2021-07-31$0
Assets. Value of assets in partnership/joint-venture interests2021-07-31$0
Assets. Value of real-estate (other than employer real property)2021-07-31$0
Assets. Value of employer securities2021-07-31$0
Assets. Value of employer real property2021-07-31$0
Total contributions received or receivable from employer(s)2021-07-31$63,732
Value of certain deemed distributions of participant loans2021-07-31$0
Value of corrective distributions2021-07-31$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
Transfers to/from the plan2020-07-31$0
Total plan liabilities at end of year2020-07-31$0
Total plan liabilities at beginning of year2020-07-31$0
Total income from all sources2020-07-31$1,594,915
Expenses. Total of all expenses incurred2020-07-31$163,076
Benefits paid (including direct rollovers)2020-07-31$133,398
Total plan assets at end of year2020-07-31$10,125,322
Total plan assets at beginning of year2020-07-31$8,693,483
Value of fidelity bond covering the plan2020-07-31$500,000
Assets. Value of tangible personal property2020-07-31$0
Total contributions received or receivable from participants2020-07-31$423,729
Assets. Value of loans (other than to participants)2020-07-31$0
Expenses. Other expenses not covered elsewhere2020-07-31$0
Contributions received from other sources (not participants or employers)2020-07-31$2,326
Other income received2020-07-31$502,422
Noncash contributions received2020-07-31$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 loans2020-07-31$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 year2020-07-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-07-31$0
Assets. Value of assets in partnership/joint-venture interests2020-07-31$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 2510.3-1022020-07-31$0
Assets. Value of employer securities2020-07-31$0
Assets. Value of employer real property2020-07-31$0
Total contributions received or receivable from employer(s)2020-07-31$666,438
Value of certain deemed distributions of participant loans2020-07-31$0
Value of corrective distributions2020-07-31$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
Transfers to/from the plan2019-07-31$0
Total plan liabilities at end of year2019-07-31$0
Total plan liabilities at beginning of year2019-07-31$0
Total income from all sources2019-07-31$1,130,548
Expenses. Total of all expenses incurred2019-07-31$142,278
Benefits paid (including direct rollovers)2019-07-31$100,318
Total plan assets at end of year2019-07-31$8,693,483
Total plan assets at beginning of year2019-07-31$7,705,213
Value of fidelity bond covering the plan2019-07-31$500,000
Total contributions received or receivable from participants2019-07-31$396,785
Expenses. Other expenses not covered elsewhere2019-07-31$0
Contributions received from other sources (not participants or employers)2019-07-31$1,238
Other income received2019-07-31$421,845
Noncash contributions received2019-07-31$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 loans2019-07-31$22,796
Total contributions received or receivable from employer(s)2019-07-31$310,680
Value of certain deemed distributions of participant loans2019-07-31$0
Value of corrective distributions2019-07-31$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
Transfers to/from the plan2018-07-31$0
Total plan liabilities at end of year2018-07-31$0
Total plan liabilities at beginning of year2018-07-31$0
Total income from all sources2018-07-31$1,420,293
Expenses. Total of all expenses incurred2018-07-31$258,770
Benefits paid (including direct rollovers)2018-07-31$217,525
Total plan assets at end of year2018-07-31$7,705,213
Total plan assets at beginning of year2018-07-31$6,543,690
Value of fidelity bond covering the plan2018-07-31$500,000
Total contributions received or receivable from participants2018-07-31$291,510
Expenses. Other expenses not covered elsewhere2018-07-31$0
Contributions received from other sources (not participants or employers)2018-07-31$0
Other income received2018-07-31$831,058
Noncash contributions received2018-07-31$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 loans2018-07-31$41,312
Total contributions received or receivable from employer(s)2018-07-31$297,725
Value of certain deemed distributions of participant loans2018-07-31$0
Value of corrective distributions2018-07-31$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
Transfers to/from the plan2017-07-31$0
Total plan liabilities at end of year2017-07-31$0
Total plan liabilities at beginning of year2017-07-31$0
Total income from all sources2017-07-31$1,440,720
Expenses. Total of all expenses incurred2017-07-31$136,071
Benefits paid (including direct rollovers)2017-07-31$103,620
Total plan assets at end of year2017-07-31$6,543,690
Total plan assets at beginning of year2017-07-31$5,239,041
Value of fidelity bond covering the plan2017-07-31$500,000
Total contributions received or receivable from participants2017-07-31$370,821
Expenses. Other expenses not covered elsewhere2017-07-31$0
Contributions received from other sources (not participants or employers)2017-07-31$50,046
Other income received2017-07-31$765,749
Noncash contributions received2017-07-31$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 loans2017-07-31$34,461
Total contributions received or receivable from employer(s)2017-07-31$254,104
Value of certain deemed distributions of participant loans2017-07-31$0
Value of corrective distributions2017-07-31$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
Transfers to/from the plan2016-07-31$0
Total plan liabilities at end of year2016-07-31$0
Total plan liabilities at beginning of year2016-07-31$0
Total income from all sources2016-07-31$778,581
Expenses. Total of all expenses incurred2016-07-31$843,573
Benefits paid (including direct rollovers)2016-07-31$817,198
Total plan assets at end of year2016-07-31$5,239,041
Total plan assets at beginning of year2016-07-31$5,304,033
Value of fidelity bond covering the plan2016-07-31$500,000
Total contributions received or receivable from participants2016-07-31$390,624
Expenses. Other expenses not covered elsewhere2016-07-31$0
Contributions received from other sources (not participants or employers)2016-07-31$0
Other income received2016-07-31$138,519
Noncash contributions received2016-07-31$0
Net income (gross income less expenses)2016-07-31$-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 loans2016-07-31$41,193
Total contributions received or receivable from employer(s)2016-07-31$249,438
Value of certain deemed distributions of participant loans2016-07-31$0
Value of corrective distributions2016-07-31$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
Transfers to/from the plan2015-07-31$0
Total plan liabilities at end of year2015-07-31$0
Total plan liabilities at beginning of year2015-07-31$0
Total income from all sources2015-07-31$1,052,000
Expenses. Total of all expenses incurred2015-07-31$1,254,682
Benefits paid (including direct rollovers)2015-07-31$1,224,831
Total plan assets at end of year2015-07-31$5,304,033
Total plan assets at beginning of year2015-07-31$5,506,715
Value of fidelity bond covering the plan2015-07-31$500,000
Total contributions received or receivable from participants2015-07-31$319,795
Expenses. Other expenses not covered elsewhere2015-07-31$0
Contributions received from other sources (not participants or employers)2015-07-31$43,177
Other income received2015-07-31$423,697
Noncash contributions received2015-07-31$0
Net income (gross income less expenses)2015-07-31$-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 loans2015-07-31$45,688
Total contributions received or receivable from employer(s)2015-07-31$265,331
Value of certain deemed distributions of participant loans2015-07-31$0
Value of corrective distributions2015-07-31$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 plan2014-07-31$0
Total plan liabilities at end of year2014-07-31$0
Total income from all sources2014-07-31$1,175,609
Expenses. Total of all expenses incurred2014-07-31$2,472,031
Benefits paid (including direct rollovers)2014-07-31$2,438,205
Total plan assets at end of year2014-07-31$5,506,715
Total plan assets at beginning of year2014-07-31$6,803,137
Value of fidelity bond covering the plan2014-07-31$500,000
Total contributions received or receivable from participants2014-07-31$291,616
Expenses. Other expenses not covered elsewhere2014-07-31$0
Contributions received from other sources (not participants or employers)2014-07-31$0
Other income received2014-07-31$680,585
Noncash contributions received2014-07-31$0
Net income (gross income less expenses)2014-07-31$-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 loans2014-07-31$17,316
Total contributions received or receivable from employer(s)2014-07-31$203,408
Value of certain deemed distributions of participant loans2014-07-31$0
Value of corrective distributions2014-07-31$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 sources2013-07-31$1,367,643
Expenses. Total of all expenses incurred2013-07-31$59,187
Benefits paid (including direct rollovers)2013-07-31$20,924
Total plan assets at end of year2013-07-31$6,803,137
Total plan assets at beginning of year2013-07-31$5,494,681
Value of fidelity bond covering the plan2013-07-31$500,000
Total contributions received or receivable from participants2013-07-31$332,140
Contributions received from other sources (not participants or employers)2013-07-31$5,814
Other income received2013-07-31$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 loans2013-07-31$20,415
Total contributions received or receivable from employer(s)2013-07-31$214,758
Value of corrective distributions2013-07-31$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 securities2013-07-31$0
2012 : HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-07-31$3,523,092
Total income from all sources2012-07-31$489,876
Expenses. Total of all expenses incurred2012-07-31$1,461,949
Benefits paid (including direct rollovers)2012-07-31$1,436,676
Total plan assets at end of year2012-07-31$5,494,681
Total plan assets at beginning of year2012-07-31$2,943,662
Value of fidelity bond covering the plan2012-07-31$500,000
Total contributions received or receivable from participants2012-07-31$209,614
Other income received2012-07-31$280,157
Net income (gross income less expenses)2012-07-31$-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 loans2012-07-31$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 securities2012-07-31$0

Form 5500 Responses for HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN

2022: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01This submission is the final filingNo
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement - TrustYes
2021: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01This submission is the final filingNo
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement - TrustYes
2020: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01This submission is the final filingNo
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01This submission is the final filingNo
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: HOFFMAN, STEWART & SCHMIDT, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number37387297
Policy instance 1
Insurance contract or identification number37387297
Number of Individuals Covered0
Insurance policy start date2011-08-01
Insurance policy end date2012-01-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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