Schuster Co Inc 401(K) P/S — Form 5500 plan (Schuster Co 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, Schuster Co Inc 401(K) P/S is a benefit plan reported by Schuster Co Inc under EIN 42-0933522 and plan number 001. The latest loaded filing year is 2023. The filing reports 582 participants and $13,418,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schuster Co Inc
- EIN
- 42-0933522
- Plan number
- 001
- Plan type
- 2
- Location
- Lemars, IA
- Latest filing year
- 2023
- Participants
- 582
- End-of-year plan assets
- $13,418,051
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 582 | H, C | 20240726153007NAL0015754081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,418,051
- Net assets (EOY)
- $13,418,051
- Net assets (BOY)
- $11,006,192
Income & contributions
- Employer contributions
- $417,237
- Participant contributions
- $1,407,673
- Total contributions
- $2,275,831
- Total income / additions
- $4,095,181
Expenses & distributions
- Benefits paid
- $1,614,878
- Administrative expenses
- $68,444
- Total expenses
- $1,683,322
- Net increase / (decrease)
- $2,411,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | TRUSTEE | $61,349 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $7,095 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 | 2023 |