2023 Form 5500 filing — Schmitt-Sussman Enterprises, 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 20241011085807NAL0036475888001) for Schmitt-Sussman Enterprises, Inc. 401(K) Plan, reported by Schmitt-Sussman Enterprises, Inc. Dba Pfp Services under EIN 06-0895325 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085807NAL0036475888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schmitt-Sussman Enterprises, Inc. Dba Pfp Services
- EIN
- 06-0895325
- Plan number
- 001
- Location
- Orange, CT
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,818,581
- Total liabilities (EOY)
- $3,252
- Net assets (EOY)
- $21,815,329
- Employer contributions
- $224,250
- Participant contributions
- $1,075,875
- Total income / additions
- $4,605,488
- Benefits paid
- $603,929
- Administrative expenses
- $108,177
- Total expenses
- $712,106
- Net increase / (decrease)
- $3,893,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $57,454 | not reported in the loaded dataset |
| Cerity Partners | NONE | $45,096 | not reported in the loaded dataset |
| July Business Services LLC | RECORDKEEPING | $4,045 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $1,582 | $0 |