2023 Form 5500 filing — Santmyer Companies, Inc. 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 20241015103407NAL0016155795001) for Santmyer Companies, Inc. 401(K) Profit Sharing Plan, reported by Santmyer Companies, Inc. under EIN 34-1403337 and plan number 001. It reports 160 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)$6.1MReported net assets$6,090,317
Participants160
Provider compensation$45.8K3 Schedule C row(s)$45,786
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015103407NAL0016155795001
- Plan sponsor
- Santmyer Companies, Inc.
- EIN
- 34-1403337
- Plan number
- 001
- Location
- Wooster, OH
- Received date
- not reported in the loaded dataset
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)$6.1M total assets
Net assets$6.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,090,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,090,317
- Employer contributions
- $222,212
- Participant contributions
- $420,942
- Total income / additions
- $1,501,847
- Benefits paid
- $698,154
- Administrative expenses
- $45,786
- Total expenses
- $743,940
- Net increase / (decrease)
- $757,907
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meyers Wealth Management | FINANCIAL ADVISOR | $26,994 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | RECORD KEEPER | $13,755 | not reported in the loaded dataset |
| Latitude Service Company, Inc | TPA | $5,037 | not reported in the loaded dataset |