2023 Form 5500 filing — A.L. Schutzman Company, Inc. 401k 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 20241002091335NAL0003916371001) for A.L. Schutzman Company, Inc. 401k Profit Sharing Plan, reported by A.L. Schutzman Company under EIN 39-0602420 and plan number 002. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002091335NAL0003916371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.L. Schutzman Company
- EIN
- 39-0602420
- Plan number
- 002
- Location
- Waukesha, WI
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,254,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,254,283
- Employer contributions
- $56,770
- Participant contributions
- $598,929
- Total income / additions
- $1,502,881
- Benefits paid
- $247,207
- Administrative expenses
- $51,934
- Total expenses
- $299,141
- Net increase / (decrease)
- $1,203,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | RETAINED BY EMPLOYER | $25,366 | $0 |
| Morgan Stanley | RETAINED BY EMPLOYER | $14,068 | not reported in the loaded dataset |
| Sikich Cpa LLC | RETAINED BY EMPLOYER | $12,500 | not reported in the loaded dataset |