Schmitt Mcdonald'S 401(K) Plan & Trust — Form 5500 plan (Schmitt Management Corporation)
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, Schmitt Mcdonald'S 401(K) Plan & Trust is a benefit plan reported by Schmitt Management Corporation under EIN 36-3503402 and plan number 001. The latest loaded filing year is 2023. The filing reports 511 participants and $11,269,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schmitt Management Corporation
- EIN
- 36-3503402
- Plan number
- 001
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 511
- End-of-year plan assets
- $11,269,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 511 | H, C | 20241014100010NAL0025876177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,269,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,269,592
- Net assets (BOY)
- $9,209,136
Income & contributions
- Employer contributions
- $178,288
- Participant contributions
- $287,142
- Total contributions
- $465,430
- Total income / additions
- $3,183,462
Expenses & distributions
- Benefits paid
- $1,049,949
- Administrative expenses
- $73,057
- Total expenses
- $1,123,006
- Net increase / (decrease)
- $2,060,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old Second National Bank | NONE | $66,916 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $1,582 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schmitt Management Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Old Second National Bank — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation