2023 Form 5500 filing — Schimberg Co. Profit Sharing 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 20240828154909NAL0005847027002) for Schimberg Co. Profit Sharing Plan, reported by Schimberg Co. under EIN 42-0509630 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828154909NAL0005847027002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schimberg Co.
- EIN
- 42-0509630
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,119,423
- Net assets (EOY)
- $37,119,423
- Employer contributions
- $2,370,151
- Total income / additions
- $7,531,148
- Benefits paid
- $1,199,401
- Administrative expenses
- $72,956
- Total expenses
- $1,272,357
- Net increase / (decrease)
- $6,258,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | ADVISOR | $72,456 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $500 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |