2023 Form 5500 filing — H. Schultz & Sons Employees Profit-Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613170056NAL0016561891001) for H. Schultz & Sons Employees Profit-Sharing Plan, reported by H. Schultz & Sons under EIN 22-1437712 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$632.8KReported net assets$632,806
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240613170056NAL0016561891001
Plan sponsor
H. Schultz & Sons
EIN
22-1437712
Plan number
001
Location
Union, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$632.8K total assets
Net assets$632.8KLiabilities
Money in vs. money out
Total income / additions$597.7K
Total expenses$7.8M
Benefits paid / distributions$7.8M
Full reported line items
Total assets (EOY)
$632,806
Net assets (EOY)
$632,806
Total income / additions
$597,665
Benefits paid
$7,767,396
Total expenses
$7,767,518
Net increase / (decrease)
-$7,169,853

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240613170056NAL0016561891001 cover?
It is the 2023 Form 5500 filing for H. Schultz & Sons Employees Profit-Sharing Plan, reported by H. Schultz & Sons (EIN 22-1437712).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages