2023 Form 5500 filing — Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And Trust
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 20250415144406NAL0005780560001) for Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And Trust, reported by Schmitty & Sons Holdings, Inc. under EIN 81-0928055 and plan number 002. It reports 543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250415144406NAL0005780560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schmitty & Sons Holdings, Inc.
- EIN
- 81-0928055
- Plan number
- 002
- Location
- Lakeville, MN
- Participants
- 543
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,258,954
- Total liabilities (EOY)
- $431,645
- Net assets (EOY)
- $38,827,309
- Employer contributions
- $980,600
- Total income / additions
- $8,490,975
- Benefits paid
- $962,529
- Administrative expenses
- $80
- Total expenses
- $972,964
- Net increase / (decrease)
- $7,518,011
- Schedule source
- Schedule H