Arthur Schuman Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Arthur Schuman Inc.)
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, Arthur Schuman Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Arthur Schuman Inc. under EIN 13-5527700 and plan number 002. The latest loaded filing year is 2023. The filing reports 624 participants and $24,649,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arthur Schuman Inc.
- EIN
- 13-5527700
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, NJ
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $24,649,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241009080002NAL0030712256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,649,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,649,637
- Net assets (BOY)
- $19,277,293
Income & contributions
- Employer contributions
- $1,159,766
- Participant contributions
- $2,511,217
- Total contributions
- $3,998,418
- Total income / additions
- $7,176,199
Expenses & distributions
- Benefits paid
- $1,704,793
- Administrative expenses
- $96,026
- Total expenses
- $1,803,855
- Net increase / (decrease)
- $5,372,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $96,026 | $0 | 2023 |