How many benefit plans does Marchant Schmidt, Inc report on Form 5500?

Marchant Schmidt, Inc (EIN 39-1213322) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Marchant Schmidt, Inc?

The Employer Identification Number (EIN) reported for Marchant Schmidt, Inc is 39-1213322.

What is the latest Form 5500 filing year for Marchant Schmidt, Inc?

The latest loaded Form 5500 filing year for Marchant Schmidt, Inc is 2023.

Marchant Schmidt, 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, Marchant Schmidt, Inc (EIN 39-1213322) is a plan sponsor located in Fond Du Lac, WI 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: 39-1213322
Location: Fond Du Lac, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $19,801,252
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $19,801,252

Contributions & income

Employer contributions: $142,838
Participant contributions: $955,367
Total income / additions: $4,215,406

Expenses & distributions

Benefits paid / distributions: $1,511,992
Total expenses: $1,562,521
Net increase / (decrease): $2,652,885

Coverage

Total reported participants: 276
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

Marchant Schmidt, Inc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Marchant-Schmidt, Inc. 401(K) Savings Plan	001	156	$19,801,252	2023
Marchant Schmidt Health Plan	509	120	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Marchant Schmidt, Inc
Year	Plan	Participants	Schedules	Filing
2023	Marchant Schmidt Health Plan	120	—	20240708072058NAL0007132755001
2023	Marchant-Schmidt, Inc. 401(K) Savings Plan	156	H, C	20241002125003NAL0008787665001