Plan5500

Schuler, Inc. Salary Savings Plan — Form 5500 plan (Schuler Incorporated)

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, Schuler, Inc. Salary Savings Plan is a benefit plan reported by Schuler Incorporated under EIN 31-0628732 and plan number 003. The latest loaded filing year is 2023. The filing reports 310 participants and $23,622,311 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schuler Incorporated
EIN
31-0628732
Plan number
003
Plan type
2
Location
Canton, MI
Latest filing year
2023
Participants
310
End-of-year plan assets
$23,622,311

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20241011114128NAL0022678673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,622,311
Total liabilities (EOY)
$0
Net assets (EOY)
$23,622,311
Net assets (BOY)
$20,369,506

Income & contributions

Employer contributions
$724,364
Participant contributions
$1,428,029
Total contributions
$2,162,937
Total income / additions
$5,683,344

Expenses & distributions

Benefits paid
$2,421,696
Administrative expenses
$8,616
Total expenses
$2,430,539
Net increase / (decrease)
$3,252,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors LLCADVISOR/INVESTMENT ADVIS$18,750not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$5,042not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$15,176$02023

Related Form 5500 pages