Schmueser Gordon Meyer, 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, Schmueser Gordon Meyer, Inc. (EIN 84-1015600) is a plan sponsor located in Glenwood Springs, CO with 2 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
84-1015600
Location
Glenwood Springs, CO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,518,858
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,518,858

Contributions & income

Employer contributions
$456,303
Participant contributions
$1,351,145
Total income / additions
$4,482,232

Expenses & distributions

Benefits paid / distributions
$639,345
Total expenses
$706,760
Net increase / (decrease)
$3,775,472

Coverage

Total reported participants
260
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

Schmueser Gordon Meyer, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Schmueser Gordon Meyer, Inc. 401(K) Plan001142$19,518,8582023
Schmueser Gordon Meyer, Inc. Health And Welfare Benefit Plan501118not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Schmueser Gordon Meyer, Inc.
YearPlanParticipantsSchedulesFiling
2023Schmueser Gordon Meyer, Inc. Health And Welfare Benefit Plan11820240723134243NAL0011362433001
2023Schmueser Gordon Meyer, Inc. 401(K) Plan142H, C20241004142355NAL0011517553001

Related Form 5500 pages