2023 Form 5500 filing — F. Schumacher & Co. 401(K) Plan For Salaried Employees
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 20241015142206NAL0028744369001) for F. Schumacher & Co. 401(K) Plan For Salaried Employees, reported by F. Schumacher & Co. under EIN 13-1279190 and plan number 002. It reports 669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.3MReported net assets$18,259,443
Participants669
Provider compensation$76.1K2 Schedule C row(s)$76,085
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015142206NAL0028744369001
- Plan sponsor
- F. Schumacher & Co.
- EIN
- 13-1279190
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.3M total assets
Net assets$18.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,259,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,259,443
- Participant contributions
- $2,091,607
- Total income / additions
- $4,926,476
- Benefits paid
- $2,313,790
- Administrative expenses
- $56,085
- Total expenses
- $2,371,474
- Net increase / (decrease)
- $2,555,002
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,085 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $20,000 |