Schumann Printers, Inc. Retirement Program — Form 5500 plan (Schumann Printers, 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, Schumann Printers, Inc. Retirement Program is a benefit plan reported by Schumann Printers, Inc. under EIN 39-1078568 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $14,394,398 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schumann Printers, Inc.
EIN
39-1078568
Plan number
001
Plan type
2
Location
Fall River, WI
Latest filing year
2023
Participants
169
End-of-year plan assets
$14,394,398

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20240826074429NAL0017152432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,394,398
Total liabilities (EOY)
$0
Net assets (EOY)
$14,394,398
Net assets (BOY)
$12,335,504

Income & contributions

Employer contributions
$143,597
Participant contributions
$452,685
Total contributions
$607,533
Total income / additions
$2,371,804

Expenses & distributions

Benefits paid
$309,531
Administrative expenses
$3,379
Total expenses
$312,910
Net increase / (decrease)
$2,058,894

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$1,590$02023

Related Form 5500 pages