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DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

DAMORE, HAMRIC & SCHNEIDER, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAMORE, HAMRIC & SCHNEIDER, INC.
Employer identification number (EIN):942769017
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEVE HUBBARD2024-10-01 STEVE HUBBARD2024-10-01
0012020-01-01STEVE HUBBARD2021-06-07
0012019-01-01STEVEN HUBBARD2020-04-11
0012018-01-01KAITLYN THOMAS2019-07-24
0012017-01-01KAITLYN THOMAS2018-06-26
0012016-01-01MARTA WILLIAMS2017-04-18
0012015-01-01MARTA WILLIAMS2016-04-13
0012014-01-01MARTA WILLIAMS2015-04-07
0012013-01-01MARTA WILLIAMS
0012012-01-01MARTA WILLIAMS
0012011-01-01MARTA WILLIAMS
0012010-01-01MARTA WILLIAMS
0012009-01-01MARTA WILLIAMS

Financial Data on DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-164628
Net assets as of the end of the plan year2025-06-161042072
Total assets as of the beginning of the plan year2025-06-16813687
Value of plan covered by a fidelity bond2025-06-16350000
Participant contributions to plan in this plan year2025-06-1684200
Value of participant loans at end of plan year2025-06-1614327
Other income to plan in this plan year2025-06-16132737
Plan net income in this plan year2025-06-16228385
Net assets as of the end of the plan year2025-06-161042072
Net assets as of the beginning of the plan year2025-06-16813687
Employer contributions to plan in this plan year2025-06-1616076
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-164595
2024 : DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-019
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-011573260
Net assets as of the end of the plan year2024-10-01813687
Total assets as of the beginning of the plan year2024-10-012104276
Value of plan covered by a fidelity bond2024-10-01350000
Participant contributions to plan in this plan year2024-10-0185680
Other income to plan in this plan year2024-10-01178654
Plan net income in this plan year2024-10-01-1290598
Net assets as of the end of the plan year2024-10-01813687
Net assets as of the beginning of the plan year2024-10-012104276
Employer contributions to plan in this plan year2024-10-0118328
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-016370
2013 : DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$310,523
Expenses. Total of all expenses incurred2013-12-31$30,041
Benefits paid (including direct rollovers)2013-12-31$19,333
Total plan assets at end of year2013-12-31$2,503,608
Total plan assets at beginning of year2013-12-31$2,223,126
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$100,115
Expenses. Other expenses not covered elsewhere2013-12-31$10,708
Other income received2013-12-31$176,177
Net income (gross income less expenses)2013-12-31$280,482
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,503,608
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,223,126
Assets. Value of participant loans2013-12-31$56,751
Total contributions received or receivable from employer(s)2013-12-31$34,231
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$326,606
Expenses. Total of all expenses incurred2012-12-31$28,698
Benefits paid (including direct rollovers)2012-12-31$17,427
Total plan assets at end of year2012-12-31$2,223,126
Total plan assets at beginning of year2012-12-31$1,925,218
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$94,107
Contributions received from other sources (not participants or employers)2012-12-31$83,993
Other income received2012-12-31$115,349
Net income (gross income less expenses)2012-12-31$297,908
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,223,126
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,925,218
Assets. Value of participant loans2012-12-31$63,076
Total contributions received or receivable from employer(s)2012-12-31$33,157
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$54,212
Expenses. Total of all expenses incurred2011-12-31$44,194
Benefits paid (including direct rollovers)2011-12-31$27,360
Total plan assets at end of year2011-12-31$1,925,218
Total plan assets at beginning of year2011-12-31$1,915,200
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$78,043
Expenses. Other expenses not covered elsewhere2011-12-31$16,834
Other income received2011-12-31$-56,787
Net income (gross income less expenses)2011-12-31$10,018
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,925,218
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,915,200
Assets. Value of participant loans2011-12-31$20,180
Total contributions received or receivable from employer(s)2011-12-31$32,956
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$336,694
Expenses. Total of all expenses incurred2010-12-31$27,107
Benefits paid (including direct rollovers)2010-12-31$11,511
Total plan assets at end of year2010-12-31$1,915,200
Total plan assets at beginning of year2010-12-31$1,605,613
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$60,504
Expenses. Other expenses not covered elsewhere2010-12-31$15,596
Other income received2010-12-31$243,116
Net income (gross income less expenses)2010-12-31$309,587
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,915,200
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,605,613
Assets. Value of participant loans2010-12-31$27,252
Total contributions received or receivable from employer(s)2010-12-31$33,074
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN

2013: DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877436
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877436
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877436
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877436
Policy instance 1

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