2023 Form 5500 filing — Schmueser Gordon Meyer, 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 20241004142355NAL0011517553001) for Schmueser Gordon Meyer, Inc. 401(K) Plan, reported by Schmueser Gordon Meyer, Inc. under EIN 84-1015600 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004142355NAL0011517553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schmueser Gordon Meyer, Inc.
- EIN
- 84-1015600
- Plan number
- 001
- Location
- Glenwood Springs, CO
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,518,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,518,858
- Employer contributions
- $456,303
- Participant contributions
- $1,351,145
- Total income / additions
- $4,482,232
- Benefits paid
- $639,345
- Administrative expenses
- $67,415
- Total expenses
- $706,760
- Net increase / (decrease)
- $3,775,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Elevate Capital Advisors LLC | INVESTMENT ADVISOR | $33,907 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,606 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,425 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $8,477 | not reported in the loaded dataset |