Schirm Usa, Inc. 401k Profit Sharing Plan — Form 5500 plan (Schirm Usa 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, Schirm Usa, Inc. 401k Profit Sharing Plan is a benefit plan reported by Schirm Usa Inc. under EIN 75-2595474 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $3,745,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schirm Usa Inc.
EIN
75-2595474
Plan number
001
Plan type
2
Location
Ennis, TX
Latest filing year
2023
Participants
213
End-of-year plan assets
$3,745,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241013134901NAL0025871265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,745,464
Total liabilities (EOY)
$0
Net assets (EOY)
$3,745,464
Net assets (BOY)
$2,928,218

Income & contributions

Employer contributions
$166,203
Participant contributions
$262,568
Total contributions
$440,230
Total income / additions
$937,810

Expenses & distributions

Benefits paid
$100,745
Administrative expenses
$19,819
Total expenses
$120,564
Net increase / (decrease)
$817,246

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Austin Capital Retirement Plan ServTPA & RECORDKEEPER$11,545not reported in the loaded dataset2023
Familywealth Advisers, LLCADVISOR$6,793not reported in the loaded dataset2023
Austin Capital Trust CompanyCUSTODIAN$1,481$02023

Related Form 5500 pages