2023 Form 5500 filing — Schuster Co Inc 401(K) P/S
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 20240726153007NAL0015754081001) for Schuster Co Inc 401(K) P/S, reported by Schuster Co Inc under EIN 42-0933522 and plan number 001. It reports 582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726153007NAL0015754081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schuster Co Inc
- EIN
- 42-0933522
- Plan number
- 001
- Location
- Lemars, IA
- Participants
- 582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,418,051
- Net assets (EOY)
- $13,418,051
- Employer contributions
- $417,237
- Participant contributions
- $1,407,673
- Total income / additions
- $4,095,181
- Benefits paid
- $1,614,878
- Administrative expenses
- $68,444
- Total expenses
- $1,683,322
- Net increase / (decrease)
- $2,411,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | TRUSTEE | $61,349 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $7,095 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 |