Santmyer Companies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Santmyer Companies, 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, Santmyer Companies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Santmyer Companies, Inc. under EIN 34-1403337 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $6,090,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santmyer Companies, Inc.
- EIN
- 34-1403337
- Plan number
- 001
- Plan type
- 2
- Location
- Wooster, OH
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $6,090,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241015103407NAL0016155795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,090,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,090,317
- Net assets (BOY)
- $5,332,410
Income & contributions
- Employer contributions
- $222,212
- Participant contributions
- $420,942
- Total contributions
- $643,154
- Total income / additions
- $1,501,847
Expenses & distributions
- Benefits paid
- $698,154
- Administrative expenses
- $45,786
- Total expenses
- $743,940
- Net increase / (decrease)
- $757,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meyers Wealth Management | FINANCIAL ADVISOR | $26,994 | not reported in the loaded dataset | 2023 |
| North American Ktrade Alliance, LLC | RECORD KEEPER | $13,755 | not reported in the loaded dataset | 2023 |
| Latitude Service Company, Inc | TPA | $5,037 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Santmyer Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Wooster, OH
- Meyers Wealth Management — Schedule C compensation
- North American Ktrade Alliance, LLC — Schedule C compensation
- Latitude Service Company, Inc — Schedule C compensation