2023 Form 5500 filing — Schultes Precision Mfg Employee Benefit Plan Trust

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 20241115160013NAL0000616019001) for Schultes Precision Mfg Employee Benefit Plan Trust, reported by Schultes Precision Manufacturing, Inc. under EIN 36-2426522 and plan number 505. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241115160013NAL0000616019001
Filing year
2023
Form type
2
Plan sponsor
Schultes Precision Manufacturing, Inc.
EIN
36-2426522
Plan number
505
Location
Buffalo Grove, IL
Participants
140
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$171,394
Total liabilities (EOY)
$170,602
Net assets (EOY)
$792
Employer contributions
$1,044,305
Participant contributions
$418,325
Total income / additions
$1,462,630
Benefits paid
$1,319,244
Administrative expenses
$177,217
Total expenses
$1,496,461
Net increase / (decrease)
-$33,831
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Entrust, LLC Dba 90 Degree BenefitsCONTRACT ADMINISTRATOR$177,217not reported in the loaded dataset
Sharx,LLCNONE$28,980not reported in the loaded dataset
Medical Helpline, LLCCOMMON OWN'SHIP W ENTRUST$16,812not reported in the loaded dataset
First HealthNONE$0$7,460

Related Form 5500 pages