2023 Form 5500 filing — F. Schumacher & Co. Retirement Plan For Salaried Employees
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 20241224144947NAL0005469203001) for F. Schumacher & Co. Retirement Plan For Salaried Employees, reported by F. Schumacher & Co., Inc. under EIN 13-1279190 and plan number 003. It reports 923 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241224144947NAL0005469203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- F. Schumacher & Co., Inc.
- EIN
- 13-1279190
- Plan number
- 003
- Location
- New York, NY
- Participants
- 923
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $553,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $553,974
- Employer contributions
- $13,646,273
- Total income / additions
- $15,956,478
- Benefits paid
- $60,104,564
- Administrative expenses
- $308,265
- Total expenses
- $60,412,829
- Net increase / (decrease)
- -$44,456,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group, Inc. | CONTRACT ADMINISTRATOR | $175,000 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $133,265 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $50,000 |