2023 Form 5500 filing — Schumann Printers, Inc. Retirement Program
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 20240826074429NAL0017152432001) for Schumann Printers, Inc. Retirement Program, reported by Schumann Printers, Inc. under EIN 39-1078568 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826074429NAL0017152432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schumann Printers, Inc.
- EIN
- 39-1078568
- Plan number
- 001
- Location
- Fall River, WI
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,394,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,394,398
- Employer contributions
- $143,597
- Participant contributions
- $452,685
- Total income / additions
- $2,371,804
- Benefits paid
- $309,531
- Administrative expenses
- $3,379
- Total expenses
- $312,910
- Net increase / (decrease)
- $2,058,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $1,590 | $0 |