2023 Form 5500 filing — Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And 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 20250415144406NAL0005780560001) for Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And Trust, reported by Schmitty & Sons Holdings, Inc. under EIN 81-0928055 and plan number 002. It reports 543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$38.8MReported net assets$38,827,309
Participants543
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20250415144406NAL0005780560001
- Plan sponsor
- Schmitty & Sons Holdings, Inc.
- EIN
- 81-0928055
- Plan number
- 002
- Location
- Lakeville, MN
- 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)$39.3M total assets
Net assets$38.8MLiabilities$431.6K
Full reported line items
- Total assets (EOY)
- $39,258,954
- Total liabilities (EOY)
- $431,645
- Net assets (EOY)
- $38,827,309
- Employer contributions
- $980,600
- Total income / additions
- $8,490,975
- Benefits paid
- $962,529
- Administrative expenses
- $80
- Total expenses
- $972,964
- Net increase / (decrease)
- $7,518,011