Schmueser Gordon Meyer, Inc. 401(K) Plan — Form 5500 plan (Schmueser Gordon Meyer, 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, Schmueser Gordon Meyer, Inc. 401(K) Plan is a benefit plan reported by Schmueser Gordon Meyer, Inc. under EIN 84-1015600 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $19,518,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schmueser Gordon Meyer, Inc.
- EIN
- 84-1015600
- Plan number
- 001
- Plan type
- 2
- Location
- Glenwood Springs, CO
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $19,518,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241004142355NAL0011517553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,518,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,518,858
- Net assets (BOY)
- $15,743,386
Income & contributions
- Employer contributions
- $456,303
- Participant contributions
- $1,351,145
- Total contributions
- $1,812,877
- Total income / additions
- $4,482,232
Expenses & distributions
- Benefits paid
- $639,345
- Administrative expenses
- $67,415
- Total expenses
- $706,760
- Net increase / (decrease)
- $3,775,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Elevate Capital Advisors LLC | INVESTMENT ADVISOR | $33,907 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,606 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,425 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $8,477 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schmueser Gordon Meyer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Glenwood Springs, CO
- Elevate Capital Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation