2023 Form 5500 filing — Schirm Usa, Inc. 401k 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 20241013134901NAL0025871265001) for Schirm Usa, Inc. 401k Profit Sharing Plan, reported by Schirm Usa Inc. under EIN 75-2595474 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013134901NAL0025871265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schirm Usa Inc.
- EIN
- 75-2595474
- Plan number
- 001
- Location
- Ennis, TX
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,745,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,745,464
- Employer contributions
- $166,203
- Participant contributions
- $262,568
- Total income / additions
- $937,810
- Benefits paid
- $100,745
- Administrative expenses
- $19,819
- Total expenses
- $120,564
- Net increase / (decrease)
- $817,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Austin Capital Retirement Plan Serv | TPA & RECORDKEEPER | $11,545 | not reported in the loaded dataset |
| Familywealth Advisers, LLC | ADVISOR | $6,793 | not reported in the loaded dataset |
| Austin Capital Trust Company | CUSTODIAN | $1,481 | $0 |