Schumacher Company, Inc. 401(K) Plan — Form 5500 plan (Schumacher Company, 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, Schumacher Company, Inc. 401(K) Plan is a benefit plan reported by Schumacher Company, Inc. under EIN 26-4476965 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $8,805,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schumacher Company, Inc.
EIN
26-4476965
Plan number
001
Plan type
2
Location
West Bridgewater, MA
Latest filing year
2023
Participants
245
End-of-year plan assets
$8,805,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245H, C20240806124330NAL0001372931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,805,785
Total liabilities (EOY)
$0
Net assets (EOY)
$8,805,785
Net assets (BOY)
$6,803,858

Income & contributions

Employer contributions
$347,397
Participant contributions
$609,557
Total contributions
$956,954
Total income / additions
$2,202,486

Expenses & distributions

Benefits paid
$177,849
Administrative expenses
$22,710
Total expenses
$200,559
Net increase / (decrease)
$2,001,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsN/A$18,325not reported in the loaded dataset2023

Related Form 5500 pages