How many benefit plans does Schmitty & Sons Holdings, Inc. report on Form 5500?

Schmitty & Sons Holdings, Inc. (EIN 81-0928055) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Schmitty & Sons Holdings, Inc.?

The Employer Identification Number (EIN) reported for Schmitty & Sons Holdings, Inc. is 81-0928055.

What is the latest Form 5500 filing year for Schmitty & Sons Holdings, Inc.?

The latest loaded Form 5500 filing year for Schmitty & Sons Holdings, Inc. is 2023.

Schmitty & Sons Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Schmitty & Sons Holdings, Inc. (EIN 81-0928055) is a plan sponsor located in Lakeville, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 81-0928055
Location: Lakeville, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $49,990,791
Total reported liabilities (EOY): $549,252
Total reported net assets (EOY): $49,441,539

Contributions & income

Employer contributions: $1,553,039
Participant contributions: $1,161,513
Total income / additions: $11,589,874

Expenses & distributions

Benefits paid / distributions: $3,620,328
Total expenses: $3,716,502
Net increase / (decrease): $7,873,372

Coverage

Total reported participants: 1,138
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Schmitty & Sons Holdings, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And Trust	002	543	$39,258,954	2023
Schmitty & Sons Holdings, Inc. 401(K) Plan	001	595	$10,731,837	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Schmitty & Sons Holdings, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And Trust	543	H	20250415144406NAL0005780560001
2023	Schmitty & Sons Holdings, Inc. 401(K) Plan	595	H, C	20250415153002NAL0001521763001