Schupan & Sons, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Schupan & Sons, Inc. (EIN 38-2116904) is a plan sponsor located in Kalamazoo, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-2116904
Location
Kalamazoo, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$34,834,443
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$34,834,443

Contributions & income

Employer contributions
$961,629
Participant contributions
$2,653,317
Total income / additions
$8,813,297

Expenses & distributions

Benefits paid / distributions
$1,693,020
Total expenses
$1,792,851
Net increase / (decrease)
$7,020,446

Coverage

Total reported participants
1,404
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Schupan & Sons, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Schupan & Sons, Inc. Profit Sharing And 401(K) Savings Plan003861$34,834,4432023
Schupan And Sons, Inc. Welfare Benefit Plan502543not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Schupan & Sons, Inc.
YearPlanParticipantsSchedulesFiling
2023Schupan And Sons, Inc. Welfare Benefit Plan54320240703132016NAL0006475617001
2023Schupan & Sons, Inc. Profit Sharing And 401(K) Savings Plan861H, C20241010105317NAL0011390675001

Related Form 5500 pages