2023 Form 5500 filing — Schuler, Inc. Salary Savings 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 20241011114128NAL0022678673001) for Schuler, Inc. Salary Savings Plan, reported by Schuler Incorporated under EIN 31-0628732 and plan number 003. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114128NAL0022678673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schuler Incorporated
- EIN
- 31-0628732
- Plan number
- 003
- Location
- Canton, MI
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,622,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,622,311
- Employer contributions
- $724,364
- Participant contributions
- $1,428,029
- Total income / additions
- $5,683,344
- Benefits paid
- $2,421,696
- Administrative expenses
- $8,616
- Total expenses
- $2,430,539
- Net increase / (decrease)
- $3,252,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR/INVESTMENT ADVIS | $18,750 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,042 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$15,176 | $0 |