2023 Form 5500 filing — Daniel G. Schuster LLC 401(K) Salary Reduction 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 20250210054121NAL0008911507001) for Daniel G. Schuster LLC 401(K) Salary Reduction Plan, reported by Daniel G. Schuster, LLC under EIN 52-1042778 and plan number 001. It reports 1,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210054121NAL0008911507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniel G. Schuster, LLC
- EIN
- 52-1042778
- Plan number
- 001
- Location
- Owings Mills, MD
- Participants
- 1,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,990,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,990,422
- Employer contributions
- $401,869
- Participant contributions
- $1,833,262
- Total income / additions
- $6,436,157
- Benefits paid
- $1,963,955
- Administrative expenses
- $79,958
- Total expenses
- $2,103,406
- Net increase / (decrease)
- $4,332,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Wealth Management | INVESTMENT ADVISOR | $52,484 | not reported in the loaded dataset |
| Alerus Financial Na | RECORDKEEPER | $28,075 | $0 |