F. Schumacher & Co. 401(K) Plan For Salaried Employees — Form 5500 plan (F. Schumacher & Co.)
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, F. Schumacher & Co. 401(K) Plan For Salaried Employees is a benefit plan reported by F. Schumacher & Co. under EIN 13-1279190 and plan number 002. The latest loaded filing year is 2023. The filing reports 669 participants and $18,259,443 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.3MPlan net assets, end of year$18,259,443
Participants669Covered participants reported
Assets / participant$27.3KComputed: assets ÷ participants$27,294 (computed)
Provider compensation$76.1K2 Schedule C provider row(s)$76,085
- Plan sponsor
- F. Schumacher & Co.
- EIN
- 13-1279190
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 669 | H, C | 20241015142206NAL0028744369001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.3M total assets
Net assets$18.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,259,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,259,443
- Net assets (BOY)
- $15,704,441
Income & contributions
- Participant contributions
- $2,091,607
- Total contributions
- $2,612,517
- Total income / additions
- $4,926,476
Expenses & distributions
- Benefits paid
- $2,313,790
- Administrative expenses
- $56,085
- Total expenses
- $2,371,474
- Net increase / (decrease)
- $2,555,002
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,085 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $20,000 | 2023 |