2023 Form 5500 filing — Santmyer Companies, Inc. 401(K) 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 20241015103407NAL0016155795001) for Santmyer Companies, Inc. 401(K) Profit Sharing Plan, reported by Santmyer Companies, Inc. under EIN 34-1403337 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103407NAL0016155795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santmyer Companies, Inc.
- EIN
- 34-1403337
- Plan number
- 001
- Location
- Wooster, OH
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,090,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,090,317
- Employer contributions
- $222,212
- Participant contributions
- $420,942
- Total income / additions
- $1,501,847
- Benefits paid
- $698,154
- Administrative expenses
- $45,786
- Total expenses
- $743,940
- Net increase / (decrease)
- $757,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meyers Wealth Management | FINANCIAL ADVISOR | $26,994 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | RECORD KEEPER | $13,755 | not reported in the loaded dataset |
| Latitude Service Company, Inc | TPA | $5,037 | not reported in the loaded dataset |