Schott And Associates Money Purchase Pension Trust — Form 5500 plan (Jon S. Schott)
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, Schott And Associates Money Purchase Pension Trust is a benefit plan reported by Jon S. Schott under EIN 35-1735598 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jon S. Schott
- EIN
- 35-1735598
- Plan number
- 001
- Plan type
- 2
- Location
- Shelbyville, IN
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240711110200NAL0010317891001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $33,134
Expenses & distributions
- Benefits paid
- $33,134
- Total expenses
- $33,134
- Net increase / (decrease)
- -$33,134
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.