F. Schumacher & Co. Retirement Plan For Salaried Employees — Form 5500 plan (F. Schumacher & Co., Inc.)
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. Retirement Plan For Salaried Employees is a benefit plan reported by F. Schumacher & Co., Inc. under EIN 13-1279190 and plan number 003. The latest loaded filing year is 2023. The filing reports 923 participants and $553,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- F. Schumacher & Co., Inc.
- EIN
- 13-1279190
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 923
- End-of-year plan assets
- $553,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 923 | H, C | 20241224144947NAL0005469203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $553,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $553,974
- Net assets (BOY)
- $45,010,325
Income & contributions
- Employer contributions
- $13,646,273
- Total contributions
- $13,646,273
- Total income / additions
- $15,956,478
Expenses & distributions
- Benefits paid
- $60,104,564
- Administrative expenses
- $308,265
- Total expenses
- $60,412,829
- Net increase / (decrease)
- -$44,456,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group, Inc. | CONTRACT ADMINISTRATOR | $175,000 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $133,265 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $50,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for F. Schumacher & Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- The Angell Pension Group, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation