Shuster'S Employees' Profit Sharing And 401(K) Plan — Form 5500 plan (Shuster'S Builders Supplies, 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, Shuster'S Employees' Profit Sharing And 401(K) Plan is a benefit plan reported by Shuster'S Builders Supplies, Inc. under EIN 25-1087252 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $11,516,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shuster'S Builders Supplies, Inc.
EIN
25-1087252
Plan number
001
Plan type
2
Location
North Huntingdon, PA
Latest filing year
2023
Participants
116
End-of-year plan assets
$11,516,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H, C20241014120502NAL0013247795002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,516,966
Net assets (EOY)
$11,516,966
Net assets (BOY)
$11,349,078

Income & contributions

Employer contributions
$53,871
Participant contributions
$314,894
Total contributions
$368,765
Total income / additions
$1,649,259

Expenses & distributions

Benefits paid
$1,436,695
Administrative expenses
$44,676
Total expenses
$1,481,371
Net increase / (decrease)
$167,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schneider Downs Wealth Mgmt Adv.INVESTMENT ADVISOR$33,697not reported in the loaded dataset2023
Schneider Downs Ret. SolutionsRECORDKEEPER$5,578not reported in the loaded dataset2023
Charles Schwab Trust CompanyPLAN CUSTODIAN$5,401$02023

Related Form 5500 pages