Schurz Communications, Inc. 401(K) Plan — Form 5500 plan (Schurz Communications, 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, Schurz Communications, Inc. 401(K) Plan is a benefit plan reported by Schurz Communications, Inc. under EIN 35-0670960 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,147 participants and $85,964,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schurz Communications, Inc.
EIN
35-0670960
Plan number
002
Plan type
2
Location
Mishawaka, IN
Latest filing year
2023
Participants
1,147
End-of-year plan assets
$85,964,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,147H, C20241015091024NAL0029094529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,964,686
Total liabilities (EOY)
$0
Net assets (EOY)
$85,964,686
Net assets (BOY)
$78,462,832

Income & contributions

Employer contributions
$1,323,185
Participant contributions
$3,669,697
Total contributions
$5,493,351
Total income / additions
$18,778,635

Expenses & distributions

Benefits paid
$11,139,380
Administrative expenses
$118,892
Total expenses
$11,276,781
Net increase / (decrease)
$7,501,854

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$90,405$02023
Capital Strategies Investment GroupINVESTMENT ADVISOR$24,000not reported in the loaded dataset2023

Related Form 5500 pages