Shumaker & Sieffert P A 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Shumaker & Sieffert P A)
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, Shumaker & Sieffert P A 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Shumaker & Sieffert P A under EIN 41-1988229 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $28,422,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shumaker & Sieffert P A
- EIN
- 41-1988229
- Plan number
- 001
- Plan type
- 2
- Location
- Woodbury, MN
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $28,422,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | I | 20240429214922NAL0022652402001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $28,422,638
- Total liabilities (EOY)
- $55
- Net assets (EOY)
- $28,422,583
- Net assets (BOY)
- $26,284,175
Income & contributions
- Employer contributions
- $727,628
- Participant contributions
- $884,018
- Total income / additions
- $7,334,110
Expenses & distributions
- Benefits paid
- $5,142,178
- Administrative expenses
- $53,524
- Total expenses
- $5,195,702
- Net increase / (decrease)
- $2,138,408
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.