2023 Form 5500 filing — Schumacher Company, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806124330NAL0001372931001) for Schumacher Company, Inc. 401(K) Plan, reported by Schumacher Company, Inc. under EIN 26-4476965 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806124330NAL0001372931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schumacher Company, Inc.
- EIN
- 26-4476965
- Plan number
- 001
- Location
- West Bridgewater, MA
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,805,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,805,785
- Employer contributions
- $347,397
- Participant contributions
- $609,557
- Total income / additions
- $2,202,486
- Benefits paid
- $177,849
- Administrative expenses
- $22,710
- Total expenses
- $200,559
- Net increase / (decrease)
- $2,001,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | N/A | $18,325 | not reported in the loaded dataset |