2023 Form 5500 filing — J. Frank Schmidt & Son Co. 401(K) 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 20240930132230NAL0005576001001) for J. Frank Schmidt & Son Co. 401(K) Profit Sharing Plan, reported by J. Frank Schmidt & Son Co. under EIN 93-0479869 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.1MReported net assets$13,138,626

Participants386

Provider compensation$35.5K2 Schedule C row(s)$35,470

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240930132230NAL0005576001001
Plan sponsor: J. Frank Schmidt & Son Co.
EIN: 93-0479869
Plan number: 001
Location: Boring, OR
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$13.1M total assets

Net assets$13.1MLiabilities$0

Money in vs. money out

Total income / additions$2.8M

Total expenses$524.4K

Benefits paid / distributions$488.9K

Contributions

Employer$504.6K

Participant$718K

Full reported line items

Total assets (EOY): $13,138,626
Total liabilities (EOY): $0
Net assets (EOY): $13,138,626
Employer contributions: $504,622
Participant contributions: $717,967
Total income / additions: $2,820,384
Benefits paid: $488,929
Administrative expenses: $35,470
Total expenses: $524,399
Net increase / (decrease): $2,295,985

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Milliman, Inc$35.2K
OTHER · Direct $35.2K
2
Empower Annuity Insurance Company O$226
RECORDKEEPER · Direct $226 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930132230NAL0005576001001 cover?: It is the 2023 Form 5500 filing for J. Frank Schmidt & Son Co. 401(K) Profit Sharing Plan, reported by J. Frank Schmidt & Son Co. (EIN 93-0479869).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).