Schultes Precision Mfg Employee Benefit Plan Trust — Form 5500 plan (Schultes Precision Manufacturing, 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, Schultes Precision Mfg Employee Benefit Plan Trust is a benefit plan reported by Schultes Precision Manufacturing, Inc. under EIN 36-2426522 and plan number 505. The latest loaded filing year is 2023. The filing reports 140 participants and $171,394 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schultes Precision Manufacturing, Inc.
EIN
36-2426522
Plan number
505
Plan type
2
Location
Buffalo Grove, IL
Latest filing year
2023
Participants
140
End-of-year plan assets
$171,394

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20241115160013NAL0000616019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$171,394
Total liabilities (EOY)
$170,602
Net assets (EOY)
$792
Net assets (BOY)
$34,623

Income & contributions

Employer contributions
$1,044,305
Participant contributions
$418,325
Total contributions
$1,462,630
Total income / additions
$1,462,630

Expenses & distributions

Benefits paid
$1,319,244
Administrative expenses
$177,217
Total expenses
$1,496,461
Net increase / (decrease)
-$33,831

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Entrust, LLC Dba 90 Degree BenefitsCONTRACT ADMINISTRATOR$177,217not reported in the loaded dataset2023
Sharx,LLCNONE$28,980not reported in the loaded dataset2023
Medical Helpline, LLCCOMMON OWN'SHIP W ENTRUST$16,812not reported in the loaded dataset2023
First HealthNONE$0$7,4602023

Related Form 5500 pages