Schumacher Electric Corporation Employees Retirement Plan — Form 5500 plan (Schumacher Electric Corporation)
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, Schumacher Electric Corporation Employees Retirement Plan is a benefit plan reported by Schumacher Electric Corporation under EIN 36-2093003 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $12,033,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schumacher Electric Corporation
- EIN
- 36-2093003
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $12,033,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20240904141333NAL0020301489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,033,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,033,001
- Net assets (BOY)
- $10,717,952
Income & contributions
- Employer contributions
- $367,217
- Participant contributions
- $821,928
- Total contributions
- $1,297,394
- Total income / additions
- $3,123,677
Expenses & distributions
- Benefits paid
- $1,754,915
- Administrative expenses
- $53,713
- Total expenses
- $1,808,628
- Net increase / (decrease)
- $1,315,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $23,873 | $0 | 2023 |