401k Plan data: SCHILLER'S PENSION CONSULTING 401(K) PLAN plan

SCHILLER'S PENSION CONSULTING 401(K) PLAN 401k Plan overview

Plan Name	SCHILLER'S PENSION CONSULTING 401(K) PLAN
Plan identification number	001

SCHILLER'S PENSION CONSULTING 401(K) 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.
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.
Plan covering Self-Employed individuals.
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

SCHILLER'S PENSION CONSULTING has sponsored the creation of one or more 401k plans.

Company Name: SCHILLER'S PENSION CONSULTING

Employer identification number (EIN): 943208573

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHILLER'S PENSION CONSULTING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CRAIG SCHILLER 2023-11-16 CRAIG SCHILLER 2023-11-16
001 2021-01-01 CRAIG SCHILLER 2022-10-18 CRAIG SCHILLER 2022-10-18
001 2020-01-01 CRAIG SCHILLER 2021-10-15 CRAIG SCHILLER 2021-10-15
001 2020-01-01 CRAIG SCHILLER 2022-10-18 CRAIG SCHILLER 2022-10-18
001 2019-01-01 CRAIG SCHILLER 2020-12-15 CRAIG SCHILLER 2020-12-15
001 2018-01-01 CRAIG SCHILLER 2019-10-15 CRAIG SCHILLER 2019-10-15
001 2017-01-01 CRAIG SCHILLER 2018-10-16 CRAIG SCHILLER 2018-10-16
001 2016-01-01 CRAIG SCHILLER 2017-10-16 CRAIG SCHILLER 2017-10-16
001 2015-01-01 CRAIG SCHILLER 2016-10-18 CRAIG SCHILLER 2016-10-18
001 2014-01-01 CRAIG SCHILLER 2016-10-18 CRAIG SCHILLER 2016-10-18
001 2014-01-01 CRAIG SCHILLER 2015-10-16 CRAIG SCHILLER 2015-10-16
001 2013-01-01 CRAIG SCHILLER CRAIG SCHILLER 2014-10-16
001 2012-01-01 CRAIG SCHILLER CRAIG SCHILLER 2013-10-16
001 2011-01-01 CRAIG SCHILLER CRAIG SCHILLER 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CRAIG SCHILLER	2023-11-16	CRAIG SCHILLER	2023-11-16
001	2021-01-01	CRAIG SCHILLER	2022-10-18	CRAIG SCHILLER	2022-10-18
001	2020-01-01	CRAIG SCHILLER	2021-10-15	CRAIG SCHILLER	2021-10-15
001	2020-01-01	CRAIG SCHILLER	2022-10-18	CRAIG SCHILLER	2022-10-18
001	2019-01-01	CRAIG SCHILLER	2020-12-15	CRAIG SCHILLER	2020-12-15
001	2018-01-01	CRAIG SCHILLER	2019-10-15	CRAIG SCHILLER	2019-10-15
001	2017-01-01	CRAIG SCHILLER	2018-10-16	CRAIG SCHILLER	2018-10-16
001	2016-01-01	CRAIG SCHILLER	2017-10-16	CRAIG SCHILLER	2017-10-16
001	2015-01-01	CRAIG SCHILLER	2016-10-18	CRAIG SCHILLER	2016-10-18
001	2014-01-01	CRAIG SCHILLER	2016-10-18	CRAIG SCHILLER	2016-10-18
001	2014-01-01	CRAIG SCHILLER	2015-10-16	CRAIG SCHILLER	2015-10-16
001	2013-01-01	CRAIG SCHILLER		CRAIG SCHILLER	2014-10-16
001	2012-01-01	CRAIG SCHILLER		CRAIG SCHILLER	2013-10-16
001	2011-01-01	CRAIG SCHILLER		CRAIG SCHILLER	2012-10-15

Plan Statistics for SCHILLER'S PENSION CONSULTING 401(K) PLAN

401k plan membership statisitcs for SCHILLER'S PENSION CONSULTING 401(K) PLAN

Measure Date Value
2013: SCHILLER'S PENSION CONSULTING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCHILLER'S PENSION CONSULTING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 5
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCHILLER'S PENSION CONSULTING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 5
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: SCHILLER'S PENSION CONSULTING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCHILLER'S PENSION CONSULTING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	5
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCHILLER'S PENSION CONSULTING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	5
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SCHILLER'S PENSION CONSULTING 401(K) PLAN

Measure	Date	Value
2013 : SCHILLER'S PENSION CONSULTING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$179,342
Expenses. Total of all expenses incurred	2013-12-31	$212,000
Benefits paid (including direct rollovers)	2013-12-31	$212,000
Total plan assets at end of year	2013-12-31	$760,471
Total plan assets at beginning of year	2013-12-31	$793,129
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$28,919
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$105,643
Net income (gross income less expenses)	2013-12-31	$-32,658
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$760,471
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$793,129
Assets. Value of participant loans	2013-12-31	$46,738
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$44,780
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SCHILLER'S PENSION CONSULTING 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$119,506
Expenses. Total of all expenses incurred	2012-12-31	$139,786
Benefits paid (including direct rollovers)	2012-12-31	$139,786
Total plan assets at end of year	2012-12-31	$793,129
Total plan assets at beginning of year	2012-12-31	$813,409
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$38,245
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$5,825
Other income received	2012-12-31	$46,907
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-20,280
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$793,129
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$813,409
Assets. Value of participant loans	2012-12-31	$55,511
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	2012-12-31	$1,926
Total contributions received or receivable from employer(s)	2012-12-31	$28,529
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SCHILLER'S PENSION CONSULTING 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$99,482
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$813,409
Total plan assets at beginning of year	2011-12-31	$713,927
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$32,850
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$44,771
Other income received	2011-12-31	$-10,660
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$99,482
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$813,409
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$713,927
Assets. Value of participant loans	2011-12-31	$20,979
Total contributions received or receivable from employer(s)	2011-12-31	$32,521
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : SCHILLER'S PENSION CONSULTING 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$152,852
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$713,927
Total plan assets at beginning of year	2010-12-31	$561,075
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$32,800
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$27,567
Other income received	2010-12-31	$57,133
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$152,852
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$713,927
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$561,075
Assets. Value of participant loans	2010-12-31	$34,580
Total contributions received or receivable from employer(s)	2010-12-31	$35,352
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for SCHILLER'S PENSION CONSULTING 401(K) PLAN

2013: SCHILLER'S PENSION CONSULTING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHILLER'S PENSION CONSULTING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHILLER'S PENSION CONSULTING 401(K) 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SCHILLER'S PENSION CONSULTING
Employer identification number (EIN):	943208573
NAIC Classification:	524290