2023 Form 5500 filing — Schumacher Electric Corporation Employees Retirement 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 20240904141333NAL0020301489001) for Schumacher Electric Corporation Employees Retirement Plan, reported by Schumacher Electric Corporation under EIN 36-2093003 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904141333NAL0020301489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schumacher Electric Corporation
- EIN
- 36-2093003
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,033,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,033,001
- Employer contributions
- $367,217
- Participant contributions
- $821,928
- Total income / additions
- $3,123,677
- Benefits paid
- $1,754,915
- Administrative expenses
- $53,713
- Total expenses
- $1,808,628
- Net increase / (decrease)
- $1,315,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners | NONE | $30,000 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $23,873 | $0 |