2023 Form 5500 filing — John J. & Thomas R. Schiff Pension 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 20240919140423NAL0006024369001) for John J. & Thomas R. Schiff Pension Plan, reported by John J. & Thomas R. Schiff Co., Inc under EIN 31-0991985 and plan number 001. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.9MReported net assets$7,876,899
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240919140423NAL0006024369001
Plan sponsor
John J. & Thomas R. Schiff Co., Inc
EIN
31-0991985
Plan number
001
Location
Cincinnati, OH
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)$7.9M total assets
Net assets$7.9MLiabilities
Money in vs. money out
Total income / additions$487.4K
Total expenses$385.4K
Benefits paid / distributions$380.1K
Contributions
Employer$400K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$7,876,899
Net assets (EOY)
$7,876,899
Employer contributions
$400,000
Total income / additions
$487,407
Benefits paid
$380,068
Total expenses
$385,442
Net increase / (decrease)
$101,965

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919140423NAL0006024369001 cover?
It is the 2023 Form 5500 filing for John J. & Thomas R. Schiff Pension Plan, reported by John J. & Thomas R. Schiff Co., Inc (EIN 31-0991985).
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