F. Schumacher & Co. 401(K) Plan For Salaried Employees — Form 5500 plan (F. Schumacher & Co.)

Plain-English plan 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, F. Schumacher & Co. 401(K) Plan For Salaried Employees is a benefit plan reported by F. Schumacher & Co. under EIN 13-1279190 and plan number 002. The latest loaded filing year is 2023. The filing reports 669 participants and $18,259,443 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.3MPlan net assets, end of year$18,259,443
Participants669Covered participants reported
Assets / participant$27.3KComputed: assets ÷ participants$27,294 (computed)
Provider compensation$76.1K2 Schedule C provider row(s)$76,085
Plan sponsor
F. Schumacher & Co.
EIN
13-1279190
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023669H, C20241015142206NAL0028744369001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.3M total assets
Net assets$18.3MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
EmployerNot reported
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$18,259,443
Total liabilities (EOY)
$0
Net assets (EOY)
$18,259,443
Net assets (BOY)
$15,704,441

Income & contributions

Participant contributions
$2,091,607
Total contributions
$2,612,517
Total income / additions
$4,926,476

Expenses & distributions

Benefits paid
$2,313,790
Administrative expenses
$56,085
Total expenses
$2,371,474
Net increase / (decrease)
$2,555,002
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$56,085$02023
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$20,0002023

Related Form 5500 pages