Schuette, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Schuette, 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, Schuette, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Schuette, Inc. under EIN 39-0925153 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $9,232,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schuette, Inc.
- EIN
- 39-0925153
- Plan number
- 001
- Plan type
- 2
- Location
- Rothschild, WI
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $9,232,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20240909065834NAL0007598560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,232,331
- Net assets (EOY)
- $9,232,331
- Net assets (BOY)
- $7,861,994
Income & contributions
- Employer contributions
- $167,631
- Participant contributions
- $612,603
- Total contributions
- $782,879
- Total income / additions
- $2,033,083
Expenses & distributions
- Benefits paid
- $632,541
- Administrative expenses
- $30,205
- Total expenses
- $662,746
- Net increase / (decrease)
- $1,370,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Packerland Brokerage Services | BROKER/ADVISER | $0 | $44,299 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,413 | $0 | 2023 |
| Pension Consultants Co Inc | CONTRACT ADMIN | $2,917 | $8,194 | 2023 |
| Wipfli Llp | AUDITOR | $10,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schuette, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Rothschild, WI
- Packerland Brokerage Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Consultants Co Inc — Schedule C compensation
- Wipfli Llp — Schedule C compensation