Marchant-Schmidt, Inc. 401(K) Savings Plan — Form 5500 plan (Marchant-Schmidt, 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, Marchant-Schmidt, Inc. 401(K) Savings Plan is a benefit plan reported by Marchant-Schmidt, Inc. under EIN 39-1213322 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $19,801,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marchant-Schmidt, Inc.
- EIN
- 39-1213322
- Plan number
- 001
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $19,801,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241002125003NAL0008787665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,801,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,801,252
- Net assets (BOY)
- $17,148,367
Income & contributions
- Employer contributions
- $142,838
- Participant contributions
- $955,367
- Total contributions
- $1,115,261
- Total income / additions
- $4,215,406
Expenses & distributions
- Benefits paid
- $1,511,992
- Administrative expenses
- $50,529
- Total expenses
- $1,562,521
- Net increase / (decrease)
- $2,652,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Enhancement Advisory Service | INVESTMENT ADVISOR | $26,882 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,412 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,136 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marchant-Schmidt, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fond Du Lac, WI
- Wealth Enhancement Advisory Service — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation