Schmitt-Sussman Enterprises, Inc. 401(K) Plan — Form 5500 plan (Schmitt-Sussman Enterprises, Inc. Dba Pfp Services)
Plain-English plan 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, Schmitt-Sussman Enterprises, Inc. 401(K) Plan is a benefit plan reported by Schmitt-Sussman Enterprises, Inc. Dba Pfp Services under EIN 06-0895325 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $21,818,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schmitt-Sussman Enterprises, Inc. Dba Pfp Services
- EIN
- 06-0895325
- Plan number
- 001
- Plan type
- 2
- Location
- Orange, CT
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $21,818,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241011085807NAL0036475888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,818,581
- Total liabilities (EOY)
- $3,252
- Net assets (EOY)
- $21,815,329
- Net assets (BOY)
- $17,921,947
Income & contributions
- Employer contributions
- $224,250
- Participant contributions
- $1,075,875
- Total contributions
- $1,300,332
- Total income / additions
- $4,605,488
Expenses & distributions
- Benefits paid
- $603,929
- Administrative expenses
- $108,177
- Total expenses
- $712,106
- Net increase / (decrease)
- $3,893,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $57,454 | not reported in the loaded dataset | 2023 |
| Cerity Partners | NONE | $45,096 | not reported in the loaded dataset | 2023 |
| July Business Services LLC | RECORDKEEPING | $4,045 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $1,582 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schmitt-Sussman Enterprises, Inc. Dba Pfp Services
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Orange, CT
- Digital Retirement Solutions, Inc. — Schedule C compensation
- Cerity Partners — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation