2023 Form 5500 filing — Schafer Industries Inc. 401k 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 20241010161241NAL0011715139001) for Schafer Industries Inc. 401k Plan, reported by Schafer Industries Inc. under EIN 35-1718069 and plan number 001. It reports 318 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)$13.3MReported net assets$13,250,354
Participants318
Provider compensation$6.9K1 Schedule C row(s)$6,944
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010161241NAL0011715139001
Plan sponsor
Schafer Industries Inc.
EIN
35-1718069
Plan number
001
Location
South Bend, IN
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)$13.3M total assets
Net assets$13.3MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$788.9K
Benefits paid / distributions$779.4K
Contributions
Employer$581.3K
Participant$1M
Full reported line items
Total assets (EOY)
$13,250,354
Total liabilities (EOY)
$0
Net assets (EOY)
$13,250,354
Employer contributions
$581,266
Participant contributions
$1,019,563
Total income / additions
$3,688,499
Benefits paid
$779,368
Administrative expenses
$9,541
Total expenses
$788,909
Net increase / (decrease)
$2,899,590
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $6.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010161241NAL0011715139001 cover?
It is the 2023 Form 5500 filing for Schafer Industries Inc. 401k Plan, reported by Schafer Industries Inc. (EIN 35-1718069).
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).

Related Form 5500 pages