Daniel G. Schuster LLC 401(K) Salary Reduction Plan — Form 5500 plan (Daniel G. Schuster, LLC)

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, Daniel G. Schuster LLC 401(K) Salary Reduction Plan is a benefit plan reported by Daniel G. Schuster, LLC under EIN 52-1042778 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,396 participants and $36,990,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Daniel G. Schuster, LLC
EIN
52-1042778
Plan number
001
Plan type
2
Location
Owings Mills, MD
Latest filing year
2023
Participants
1,396
End-of-year plan assets
$36,990,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,396H, C20250210054121NAL0008911507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,990,422
Total liabilities (EOY)
$0
Net assets (EOY)
$36,990,422
Net assets (BOY)
$32,657,671

Income & contributions

Employer contributions
$401,869
Participant contributions
$1,833,262
Total contributions
$2,262,996
Total income / additions
$6,436,157

Expenses & distributions

Benefits paid
$1,963,955
Administrative expenses
$79,958
Total expenses
$2,103,406
Net increase / (decrease)
$4,332,751

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Wealth ManagementINVESTMENT ADVISOR$52,484not reported in the loaded dataset2023
Alerus Financial NaRECORDKEEPER$28,075$02023

Related Form 5500 pages