Schuber Mitchell Homes Retirement Savings Plan — Form 5500 plan (Schuber Mitchell Homes Pbc, 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, Schuber Mitchell Homes Retirement Savings Plan is a benefit plan reported by Schuber Mitchell Homes Pbc, Inc. under EIN 84-4858112 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $47,027,280 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schuber Mitchell Homes Pbc, Inc.
EIN
84-4858112
Plan number
001
Plan type
2
Location
Joplin, MO
Latest filing year
2023
Participants
230
End-of-year plan assets
$47,027,280

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20241015083600NAL0014254691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,027,280
Total liabilities (EOY)
$2,648,415
Net assets (EOY)
$44,378,865
Net assets (BOY)
$14,844,776

Income & contributions

Employer contributions
$544,394
Participant contributions
$212,391
Total contributions
$756,785
Total income / additions
$30,221,208

Expenses & distributions

Benefits paid
$535,968
Administrative expenses
$32,879
Total expenses
$687,119
Net increase / (decrease)
$29,534,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$27,469$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages