2023 Form 5500 filing — Schurz Communications, Inc. 401(K) 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 20241015091024NAL0029094529001) for Schurz Communications, Inc. 401(K) Plan, reported by Schurz Communications, Inc. under EIN 35-0670960 and plan number 002. It reports 1,147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091024NAL0029094529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schurz Communications, Inc.
- EIN
- 35-0670960
- Plan number
- 002
- Location
- Mishawaka, IN
- Participants
- 1,147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,964,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,964,686
- Employer contributions
- $1,323,185
- Participant contributions
- $3,669,697
- Total income / additions
- $18,778,635
- Benefits paid
- $11,139,380
- Administrative expenses
- $118,892
- Total expenses
- $11,276,781
- Net increase / (decrease)
- $7,501,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $90,405 | $0 |
| Capital Strategies Investment Group | INVESTMENT ADVISOR | $24,000 | not reported in the loaded dataset |